What kind of documents does Webull provide?

Webull provides several types of documents for your convenience:

1. Trade Confirmation: You will receive a trade confirmation for every completed trade. To access a copy of this document, navigate to your profile and click on "Documents."

2. Monthly Account Statements: Account statements can be found in the "Documents" section under your profile. These statements provide an overview of your account's activity and is an aggregate of the following information :

• Net Account Value: This document shows the total value of your portfolio, giving you an overall snapshot of your investments.

• Cash Report Summary: The cash report summary records any cash movements within your portfolio, helping you track your cash flow.

• Margin Summary: If you have a margin loan, the margin summary provides details about your margin limit, total portfolio value, total loan exposure, and gearing ratio.

• Accrued Interest: This summary gives you a snapshot of the account balance at the last day of each month.

These documents are designed to provide you with important information about your trades, account balance, and portfolio performance.