Skip to main content

New York Life Investments

Danielle Garcia Nosek avatar
Written by Danielle Garcia Nosek
Updated over 3 weeks ago

The account number field will be found on Page 2. Please make sure there is not more than one account number present on this statement.

If there is more than one account number present, place this document in:

1. To-do/Not Supported

2. To-do/Other Documents

Extractions:

  • Beginning Balance

  • TX: Purchases

  • TX: Other

  • TX: Withdrawals

  • Gain/Loss

  • Ending with Purchases

Equations:

Ending Balance

= {ending with purchases} - {tx: purchases}

The normal Transaction Detail guidelines will be followed and used for these statements

Table Name: Transaction Detail

Column Names: Date, Description, & Amount

Did this answer your question?