My business in one financial institution has been depositing money to either money market accounts or certificates of deposits, or moving money between them, depending on maturity dates and interest rates. I have withdrawn money only once from that institution July, 2023. How long should I keep the records they send me, or, how many months back should I keep?
The records include the withdrawal notice, cd confirmation notices and maturity notices, statement of account, etc. Thanks.
The records include the withdrawal notice, cd confirmation notices and maturity notices, statement of account, etc. Thanks.
Statistics: Posted by brandy — Thu Aug 08, 2024 9:23 am — Replies 1 — Views 97