1. Obtain the statement: Usually, you can obtain the statement through the official website of Guoyuan Securities, mobile app or contact the customer service department. Statements may be provided in electronic form (such as PDF files) or in paper form.
2. Check basic information: After opening the statement, first check the basic information, including account number, account holder name, reconciliation period, etc. Make sure the information is consistent with actual conditions.
3. Read transaction details: Statements often list all transactions completed during a specific period. In the statement, you will see information such as the date of each transaction, transaction type (such as stock buying and selling, fund buying and selling), transaction quantity and amount. Carefully check each transaction to see if it matches actual operations.
4. Check the fund situation: The statement will also show the fund situation, including available balance, frozen funds, available funds and market value of securities. Ensure these funding data are consistent with expectations and check for anomalies or unauthorized fund transfers.
5. Compare with other records: If there are other investment records or transaction confirmations, you can compare the transaction records in the bill with these records to ensure consistency.