Keep a path back to the evidence
Good records help explain where a number came from. Investor.gov’s recordkeeping guidance encourages investors to keep statements and confirmations. Its US broker retention rules do not determine how long a Rwanda investor must retain documents.
The following is an editorial organizing routine, not a legal retention schedule.
A repeatable review
- Keep an original copy of each transaction, allocation and payment record in storage you control.
- Identify the broker, investment, date and currency so similar records are distinguishable.
- Review imported or manually entered values against that evidence.
- Compare holdings and confirmed income with statements; leave discrepancies flagged until explained.
- Note corrections so you can understand later why a record changed.
Avoid sending account numbers or private investment PDFs through a public website contact form.
Use tracking as an aid
Struct Capital supports organizing investment records, transaction history and reports. Supporting a document format does not require a broker partnership. An app summary or exported report should be reconciled with original records; it is not a substitute for official statements, independent tax advice or an audit.