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Where do I file investment prospectuses and reports?

There are many acceptable options using FreedomFiler for filing prospectuses.  You can file them in either Remove/Replace under "Investment-Prospectuses" (custom label) or use "Investment Services" (because you update them) or by default the Permanent section under "Investments Owned".  Its advantageous to file prospectuses in the Permanent section even though you will replace them because Permanent files hold items that you own (for resale). Generally there is no need to keep past prospectuses unless you want to see the history of the company over time (this may be better accomplished by looking at a stock value historical graph).  If you replace a past prospectus in your file but want to keep it for additional time, you may file the outdated prospectus into your ten-year rotating archive (or two year rotating system) as a back up, if you're not willing to toss it right at the time of filing the new one.  Use a blue or green sticker (colored dot) on the folder label to indicate where to re-file the outdated version (this is called a "send to").

*NOTE: While FreedomFiler® provides a method of automatic purging which eliminates the need to review files, you must ultimately decide which documents are kept two years, ten years, or indefinitely. FreedomFiler® is not liable under any circumstances for claims of loss or damage arising from suggested document retention guidelines. Consult a professional advisor to determine your specific document retention needs and adapt your system accordingly.

 
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