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What is a Ledger Statement?

Last updated on Jun 09, 2025

A ledger statement is a document sent by brokers to their clients monthly. It consists of all the transactions in the client's trading account. A ledger has the following items:

  1. Fees & Commissions

  2. Dividend payouts

  3. Buy and Sell of securities

A ledger statement is an important document for traders/investors to track their performance.