Highlighted
Contributor

Maybe I'm totally missing something, but it seems as if I should be able to retrieve current information on my IRA balance as well as gains/losses to date (or for any time range) on each investment. It's not intuitively obvious how to do this and sending a message to USAA did not result in a reply indicating this is even possible.  I guess all they think we want is a quarterly statement! 

 

Has anyone figured out how to get an IRA statement by entering the current date or a date range? How about the fees deducted for each investment?

1 REPLY

Highlighted

Hi HappyAndHapless,

 

I can pass this along to a specialist who is able to assist. They will reach out directly to you. Thank you.