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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.

Common questions about Trade confirmation

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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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