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 3 questions that have been tagged with Brokerage Statements. Explore the questions to find discussions and information relevant to this topic.
Aug 27, 2024
4 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
4 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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