Fifth Third Wealth Advisors®
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Additional information for the Fifth Third Wealth Advisors (FTWA) Client Portal
Please contact your FTWA advisor if you have any questions or concerns about your account or if your financial situation or investment objectives have changed. Please refer to your custodian's account statement as the primary record of your holdings and account activity. Differences may exist due to reporting dates or valuation methods. Client Portal reports are not to be used for tax purposes.
Added Institutions are accounts that are not included in the investment advisory services provided by FTWA or otherwise monitored, overseen or supervised by FTWA, also known as Unsupervised Assets as disclosed in the firm’s Form ADV available at adviserinfo.sec.gov. FTWA will not manage, provide investment advice or otherwise act as an investment adviser with respect to the Added Institutions even if an added institution is included in reports provided on the Client Portal. No advisory fee is charged on Added Institution accounts.
Added institution accounts that you choose to link to the Client Portal are included in the following manner:
The value of your accounts managed by FTWA and linked Added Institutions are displayed in the Total Value on your Client Portal home page. Your Home page also displays a listing of your accounts and your top holdings across all accounts, including linked Added Institutions.
The Account Summary contains a list of your accounts managed by FTWA and linked Added Institution accounts. The Added Institutions tab on the account page contains a list of your linked Added Institution accounts.
The Activity Summary shows account activity for your accounts managed by FTWA. It does not show the activity for linked Added Institution accounts.
The Allocation Summary shows the allocation of your accounts managed by FTWA and linked Added Institution accounts, combined and individually. You can choose to show allocation by asset class, or the allocation within a specific asset class.
The Performance Summary shows performance information for your accounts managed by FTWA. Linked Added Institution accounts are not included in the Performance summary.
The Gain Loss Summary provides gain, loss and cost basis for your accounts managed by FTWA. Linked Added Institution accounts are not included in the Gain Loss summary.
The Transaction Summary lists transactions for your accounts managed by FTWA and linked Added Institution accounts, by date.
Glossary:
Beginning Value: The market value of the account at the close of business the day before the beginning date of the report.
Ending Value: The market value of the account at the close of business at the ending date of the report.
Cost Basis: The price paid to purchase the security, including any costs.
Total UGL (Unrealized Gains/Losses): The increase or decrease in the value of the security that has not yet been sold.
Cost Basis and Unrealized Gain/Loss (UGL) data is provided by the custodian. FTWA does not guarantee or validate the Cost Basis or UGL.
Realized Short Term Gains/Losses (Realized ST): The profits or losses from the sale of a security held for one year or less.
Realized Long Term Gains/Losses (Realized LT): The profits or losses from the sale of a security held for more than one year.
Total Realized Gains/Losses (RGL): The total amount of realized short term gains/losses and realized long-term gains/losses.
%RGL: The realized gain or loss percentage of a security or investment. This is calculated by dividing the cost basis of the security by the total realized gain.