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brokerage statements

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This page displays all the results for the brokerage statements tag, sorted by the most recent activity. There are a total of 4 questions that have been tagged with brokerage statements. Explore the questions to find discussions and information relevant to this topic.
Apr 9, 2025
24 days ago
Been hearing mixed reviews on submitting a brokerage vs a bank statement depending on consulate. I have 150k or so sitting in a Scheab brokerage and I decided to try it rather than sell and move it.

I’ll keep this group updated on how it goes. I submitted through the DC consulate.
Aug 27, 2024
8 months ago
Steve ******
ORIGINAL POSTER
Just had my DTV approved. Remote work as a day trader (Stocker Trader). I applied through the New York office in US (online) as I am American. I submitted most recent bank statement showing adequate funds, a cover letter explaining I was self employed working for myself and listing my additional attachments of the following to show this - trades year to date (2 individual brokerage accounts), my most recent monthly brokerage statements for each account, the most recent crypto statement for the one account I have crypto in, and my last years tax return. I was never asked for any further paperwork. My status went from pending document approval, right to pending final approval a day later, then reverted back to pending document approval around 10 business days into the process, where it stayed for 1 day before returning to pending final approval. It took exactly 15 business days (As was listed on the website). There were not any data points I could find for this type of remote work anywhere, so I was pleasantly surprised to get approved. I do have a very good passive income which allows me to travel and also explained this in my cover letter (its supported by my tax return). I put all of this all in one pdf and compressed it to submit on the webpage. Hope this helps others.
Aug 21, 2024
8 months ago
Viktoriya ***********
ORIGINAL POSTER
Following up on my previous post regarding DTV visa application- I am on week 4 of waiting.

They have responded and asked to provide proof of funds once again, as cert. of deposit or bank statement for the past 3 months. I've supplied them twice with brokerage statements , which show the required amount for the required period of time.

Has anyone else showed brokerage statements? Were they accepted?

Do I maybe need to provide a letter from the brokerage confirming I have liquid assets?

Also, if anyone is self-employed and had to provide an employment contract: did you specifically state that all of the work is remote?

I've submitted a certificate of employment (for my own company) and they require me to re-submit with statement of remote work.

I want to make sure I do it correctly this time, would be super helpful to hear from someone who is in the same position and had been accepted.

Thank you kindly!
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