FREE Letter to Stockbroker Requesting Current Value of Portfolio

By | November 10, 2011

[Your Name]
[Street Address]
[City, State ZIP Code]
[phone number – optional]
[email address – optional]

May 19, 2009
[Name of Recipient]
[Company Name]
[Street Address]
[City, State ZIP Code]

Dear [Name of Recipient]:

I’m writing to request your help in a matter of some urgency. Because of certain business negotiations I’m currently involved in, I need to get a picture of my overall financial situation. I’m therefore requesting you prepare a summary of my account – showing all shares I hold, together with their current values.

II know I can trust you to get this report ready with no delay; if you have any questions, please do not hesitate to call.

Thank you very much for your assistance.


[Your Name]