Originally Posted by
joseph718
Hello Not SO Much, quick question I have Amex Plat UK and submitted my brokerage accounts for a review for increased spend and they said that they only accept current account or savings accounts, did accept your brokerage account at AMEX UK? Thanks in advance.
Yes they did accept the portfolio statement. Shouldn't all current accounts and custody accounts appear on the same statement as long as they are in the same portfolio?
Most banks with PWM services only provide consolidated statements nowadays so I don't think it will be an issue.