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Letter for Letter To Stockbroker Requesting Current Value Of Portfolio


This letter requests an analysis from your stockbroker regarding the current value of your stock portfolio.


1234, Main Street
Boston, MA 02123

05 April, 2005

<Recipient Address Goes Here>

Hello,

I am in the process of evaluating my current financial position and would appreciate it if you would provide me with a summary of my account with you, indicating all shares held and their current values. If you feel that this would be a good time to make any changes to my portfolio, I would appreciate your input in this regard.

Thank you for your continuing assistance. I look forward to hearing from you.

Regards,

Jim Karter


encl: <List of enclosed items goes here>







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