Fidelity Investments’ Institutional Brokerage Group received the top rank for investor statements from Dalbar.

The research firm singled out Fidelity for its easy-to-read reports, which are divided into three sections: snapshot, summary and detail. Dalbar said the top brokerage statements provide the most important summary information first so investors don’t get bogged down with too much detail unless desired.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.