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>
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.
encl: <List of enclosed items goes here>