How can I track the performance of my annuity?

Asked 5 months ago
Tracking the performance of an annuity is an essential part of managing your investment and ensuring it meets your financial goals. Typically, annuities offer various options for tracking performance, including online account access and regular statements from the issuing company. First, a policyholder can log in to their account on the company's website if they have set up online access. This often provides real-time updates on account values, interest rates, and any applicable fees. Many companies also offer mobile applications, making it convenient to check performance on the go. Additionally, annuity holders typically receive periodic statements, usually on a quarterly or annual basis. These statements generally outline the performance over the reporting period, detail any fees that have been applied, and summarize account balances. It can be worthwhile to compare the performance of the annuity against the benchmarks relevant to the type of annuity product involved, whether it is fixed, indexed, or variable. To get the most accurate and up-to-date insights, it may be beneficial to consult the specific documentation and resources provided on the current webpage of Integrity Annuity, as these will contain tailored information relevant to your particular investment.
Jeff Whelpley is the editor / author responsible for this content.
Answered Jun 21, 2025

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