Itemized Statement

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Dictionary Says

Definition of 'Itemized Statement'

A periodic statement issued by a financial institution, such as a bank or brokerage firm, to its customers detailing all account activity for the period. Itemized statements include deposits, credits, debts, fees and all other pertinent activity. Usually, this information is presented in chronological order, although it may be broken down in several different ways for the customer's convenience.
Investopedia Says

Investopedia explains 'Itemized Statement'

Itemized statement of bank card accounts will list the names of all debiting merchants next to each terminal entry. ATM locations are typically listed for debit card withdrawals. Itemized statements used to be considered a premium service for preferred customers by many institutions, but computerized recordkeeping has made them commonplace today.
Search results for

'Itemized Statement'

  • Series 66 Study Guide - Handling Client Funds - Introduction ...

    http://www.investopedia.com/exam-guide/series-66/handling-client-funds/default.asp
    ... Send a quarterly (or more frequent) itemized statement to each client; Arrange an
    annual unannounced visit from an independent public accountant, who must then ...

  • 5 Money-Saving Reasons To Check Your Explanation Of Benefits ...

    http://financialedge.investopedia.com/financial-edge/0611/5-Money-Saving-Reasons-To-Check-Your-Explanation-Of-Benefits-Statement.aspx
    ... to be more efficient for both the medical industry and patient, itemized charges
    in ... If your statement shows grouped charges under broad categories, making it ...

  • Financial Statements: The System | Investopedia

    http://www.investopedia.com/university/financialstatements/financialstatements2.asp
    ... The capital is used to buy assets, which are itemized on the left ... the business
    introduces two financial statements: the balance sheet and the statement of cash ...

  • 20 Ways To Save On Medical Bills

    http://www.investopedia.com/articles/pf/08/cut-medical-bills.asp
    ... Ask for itemized bills. The explanation of benefits (EOB) statement you get in the
    mail does not contain a detailed breakdown of all costs charged to you for ...

  • Series 65 Study Guide - Handling Client Funds - Custody ...

    http://www.investopedia.com/exam-guide/series-65/handling-of-funds/custody.asp
    ... 6.4 The Income Statement: Key Ratios; 6.5 Balance Sheet; 6.6 Time Value of ... Send
    quarterly (or more frequent) itemized statements to each client; Arrange an annual ...

  • CFP Study Guide - Financial Planning: Process and Rules ...

    http://www.investopedia.com/exam-guide/cfp/financial-planning-process-rules/default.asp
    ... 28.6 Financial Statement Analysis; 28.7 Ratio analysis: Liquidity Ratios; 28.8 ... 32.4
    Adjustments; 32.5 Standard / Itemized Deductions; 32.6 Personal and Dependency ...

  • CFP Study Guide - Principles of Risk and Insurance - Introduction ...

    http://www.investopedia.com/exam-guide/cfp/principles-of-risk-and-insurance/default.asp
    ... 28.6 Financial Statement Analysis; 28.7 Ratio analysis: Liquidity Ratios; 28.8 ... 32.4
    Adjustments; 32.5 Standard / Itemized Deductions; 32.6 Personal and Dependency ...

  • CFP Study Guide - Principles of Risk and Insurance - The Risk ...

    http://www.investopedia.com/exam-guide/cfp/principles-of-risk-and-insurance/cfp2.asp
    ... 28.6 Financial Statement Analysis; 28.7 Ratio analysis: Liquidity Ratios; 28.8 ... 32.4
    Adjustments; 32.5 Standard / Itemized Deductions; 32.6 Personal and Dependency ...

  • CFP Study Guide - Property, Casualty and Liability Insurance ...

    http://www.investopedia.com/exam-guide/cfp/property-casualty-liability-insurance/default.asp
    ... 28.6 Financial Statement Analysis; 28.7 Ratio analysis: Liquidity Ratios; 28.8 ... 32.4
    Adjustments; 32.5 Standard / Itemized Deductions; 32.6 Personal and Dependency ...

  • CFP Study Guide - Property, Casualty and Liability Insurance ...

    http://www.investopedia.com/exam-guide/cfp/property-casualty-liability-insurance/cfp4.asp
    ... 28.6 Financial Statement Analysis; 28.7 Ratio analysis: Liquidity Ratios; 28.8 ... 32.4
    Adjustments; 32.5 Standard / Itemized Deductions; 32.6 Personal and Dependency ...

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