Glossary · People and paperwork
Trade confirmation
In short
A document from a broker confirming the details of a securities transaction, such as buying or selling stocks or bonds. Lenders may request these to verify the source and seasoning of funds for your equity injection.
What it means in a deal
When providing proof of funds for your equity injection from investment accounts, your lender might request trade confirmations alongside brokerage statements. This helps them verify the origin of funds and ensure they are "seasoned" (held by you for a certain period) and not "round-tripped" or borrowed without disclosure.
Related terms
Common questions about Trade confirmation
- Can an SBA 7(a) working capital loan be used to pay off seller's outstanding trade payables?
- Can a 7(a) loan finance the purchase of intangible assets like customer lists or trade secrets in a business acquisition?
- Can I use the working capital portion of my SBA loan to pay off the acquired business's existing trade payables?
Defined by CapBench SBA Intelligence — plain-English definitions for business buyers, lenders, advisors, and AI agents, grounded in public SBA rules and records. Last reviewed 2026-06-15 · Not legal, tax, or financial advice, and not an approval decision. Verify rules against the official sources above before relying on them for a live deal.
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