A brokerage note It is one of the documents that investors use most in their daily lives, and it serves as a certificate for the transactions carried out. It can be said that it is an invoice for the investors, because it is possible to find different types of information in it.
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This note is generated whenever there is a new transaction on the part of the investor with the brokerage firm, such as an operation to buy or sell assets on the stock exchange. These notes are issued on the same day, but they may also be issued the day after the trading session.
Within this note it is possible to find information about the brokerage firm, the investor and the purchase and sale value of the asset. In addition, the quantity transacted, possible future costs (brokerage, fees) and other charges are also observed.
This document is necessary for greater financial control. This is because, from it, the investor, knowing the purchase price of the shares, can analyze whether there was profit or loss, outline your next steps and evaluate the best time to sell the actions. The brokerage note, therefore, becomes an ally of the investor to improve the effectiveness of his work.
You can obtain brokerage notes through the C6 Bank app by following these steps:
- Access the C6 Bank app;
- Then click on “Investments” on the home screen of the app;
- Continuing, tap on “Your documents”;
- Finally, you will be able to consult the brokerage note on the date you want.
It is important to remember that brokerage notes are marked by letters in the app. If it has the letter C, it means a purchase. If it is the letter V, sale operation. It is still possible to analyze whether or not you did a Day Trade, which will be informed with the letter D.
In the “D/C” field, it is possible to verify the debits and credits of the shares, and the amounts make up the net total of each brokerage note. The letter C represents credit, that is, the value of your sales. The letter D represents debit, which is how much you paid for the shares. It is also possible to check the amount that will be entered into your current account, under “Net”. You will receive the amount in 2 business days, if it has the letter “C” next to it, or this amount will be debited from the account on the day of the operation, when it has the letter “D”.
Other data, such as settlement, clearing and fees, which are charged for each operation in variable income, are generally the only fees charged by B3.
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