Oaken Statement - A Lost Cause | Page 2 | Oaken Financial | Discussion forum

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Oaken Statement - A Lost Cause
February 9, 2019
11:18 pm
Denise Milani
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February 9, 2019
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I also must add, the year end summary they separated the account types and gave totals. But still don’t provide a report by account type by bank. If they did, it would so much nicer if you could see how close you are towards $100,000 per account type, per bank. Their thought process is very odd.

February 10, 2019
8:40 am
toto
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Thanks Denise! Glad it wasn't just me. I spend a lot of time going over the statements and online documents and thought I was doing something wrong.
I have both home trust and home bank with laddered gics so I agree their statement format is very confusing especially with multiple products.

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