How to Receive a Financial Report
Every public company must issue a financial report to its investor base. This report is referred to as the annual report and it contains at least three financial statements as well as notes and a discussion of operations by executive management. The three most common financial reports are the income statement, the balance sheet and the cash flow statement. There are four main ways to request an annual report by mail or online.
Instructions
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Download a copy of the annual report from the website. Go to the company's website (if any). Most companies maintain a download of the annual report on the investor relations portion of the website.
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Contact the company's investor relations department to request that a copy of the annual report be sent to you free of charge. Most companies are happy to send prospective investors a copy of the annual report by mail.
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Conduct a company search on the database maintained by the Securities and Exchange Commission (SEC). The SEC requires public companies to submit financial reports every quarter and annually. These reports are available on the SEC's website (see Resources for a list). Input the company name and click "Search" for a listing of filings.
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Request an annual report from your financial adviser. If you have a full service financial adviser, you can usually request that an annual report be sent to you free of charge. Ask your adviser for details.
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References
Resources
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