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Brokerage Account Monthly Statements Towards Proof of Funds

Blueeyzz1310

Star Member
Apr 7, 2017
54
1
Hello all,
Can we use brokerage ( Robin hood or fidelity in U.S.A ) monthly account statements( Last 3 or 6 Months ) complimenting proof of funds? Let's say if we have 10k average balance in the brokerage account, can we show this as asset for proof of funds?

Thank You
 

Canada_cube

Star Member
Aug 7, 2017
59
9
Hello all,
Can we use brokerage ( Robin hood or fidelity in U.S.A ) monthly account statements( Last 3 or 6 Months ) complimenting proof of funds? Let's say if we have 10k average balance in the brokerage account, can we show this as asset for proof of funds?

Thank You
Candidates who apply from US generally are evaluated less harshly on POF per my understanding. I've seen people submit IRA or 401K only and get PPR without any issues. So it may be possible. To be safe though, just transfer 4K from your investment account to your savings account to be over the limit and then attach the investment account as an additional document (explain the transfer in the LOE).