Your Advisor is: John Smith
Advisor: (555) 555-1212
Service Center: (888)555-1212
Weekdays 8 AM - 7 PM ET

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   1-800-216-2700
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Bank Accounts	Total Balance: $16,003.69
Account	Available balance	Present balance
My Checking (...1234) Activity Statements Pay bills	$1,702.55	$2,122.55

Joint Checking (...3456) Activity Statements Pay bills	$423.92	$423.92

Our CD (...4567) Activity	N/A	$1,176.14

Bank Accounts	Total Balance: $16,003.69
Account	Available Balance	Present Balance
My Checking (...1234) Activity Statements Pay bills	$1,702.55	$2,122.55

Joint Checking (...3456) Activity Statements Pay bills	$423.92	$423.92

Our CD (...4567) Activity	N/A	$1,176.14

Bank Accounts	Total Balance: $16,003.69
Account	Available Balance	Present Balance
My Checking (...1234) Activity Statements Pay bills	$1,702.55	$2,122.55

Joint Checking (...3456) Activity Statements Pay bills	$423.92	$423.92

Our CD (...4567) Activity	N/A	$1,176.14

Bank Accounts	Total Balance: $181,575.73
Account	Available Balance	Present Balance
My Checking (...1234) Activity Statements Pay bills	$8,325.73	$8,325.73

Joint Checking (...3456) Activity Statements Pay bills	$123,250.00	$123,250.00

Our CD (...4567) Activity	$50,000.00	$50,000.00

Investment Accounts*	Total Market Value: $87,091.18
Account		Market Value
CISC Brokerage (...1234) Activity Balances Trade		$79,325.28

Managed Account (...1234) Activity Balances		$5,315.28

Trust (...1234) Activity Asset Allocation		$2,450.62

Investment Accounts*	Total Market Value: $368,508.01
Account		Market Value
CISC Brokerage (...1234) Activity Balances Trade		$79,325.28

Managed Account (...1234) Activity Balances		$132,350.27

Trust (...1234) Activity Asset Allocation		$156,832.46

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