Document that brokers complete with the assistance of a client to outline important financial information and financial goals. The information that is collected is then used to gauge which investments a client should partake in and the investments that a client should avoid. The new account report may be updated periodically, but its primary use is to make an initial assessment.

Related information about new account report:

1. New Account Report: Definition from Answers.com
   document filled out by a broker that details vital facts about a new clients financial circumstances and investment objectives.
    
2. New Account Report - Financial Dictionary - The Free Dictionary
   A broker's document including information about a new client. See: Know your customer. New Account Report. A fact sheet containing information about a new ...
    
3. What is new account report? definition and meaning
   Definition of new account report: Document that brokers complete with the ... The new account report may be updated periodically, but its primary use is to make ...
    
4. Reports - Cypress Premium Funding
   There are currently three reports available: New Account Report, Pending ... The New Account Report allows the user to select a specific date when loans were ...
    
5. Twitter Account Report 2.0: New From Simply Measured | Simply ...
   Sep 20, 2012 ... Twitter 2.0: New Account Report Upgrades. Engagement: Your engagement breakdown has some rich new details, including an in depth ...
    
6. N Definitions: Campbell R. Harvey's Hypertextual Finance Glossary
   New account report: A broker's document including information about a new client. See: Know your customer. New European Exchange (NEWEX): A trading ...
    
7. New Account Report.pmd - Bergey's Truck Center
   NEW ACCOUNT REPORT. For purpose of obtaining merchandise or service from you on credit, the following statement in writing is made, intending that you ...
    
8. Featured - Megasys, Inc.
   Daily Statistical Report; New Account Report; Aging Report; Account Maturity Report; Account Ledger; Volume Report; Frozen Account Report; Earnings Report ...