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Statement Guide

Statements and Reporting

We produce quarterly investment reports at the end of March, June, September, and December, and monthly statements at the end of each month during which there was a transaction in your account. Note: Quarterly investment reports are produced regardless of account activity.

The short video above will guide you through your investment report. If you still have questions, please contact your Financial Advisor or call 1-888-282-3863.

Confirmations

You will receive a confirmation for each purchase or sale in your account. The confirmation includes the trade date, purchase or sale price, and any commissions or fees related to the transaction. You are required to keep your trade confirmation slips for tax purposes. If you require a prospectus, we will mail one to you separately. Confirmations are mailed the next business day after completion of your transaction.

Online account access

You can view your ATB Wealth account balances, activity, and more through ATB Investor Connect, a secure, password-protected website. ATB Investor Connect is available 24 hours a day, 7 days a week. Access to ATB Investor Connect is free, and your account information is updated daily, so you'll always be up to date. Visit atb.com and go to Online Financial Services to get connected.

Tax Reporting

You will receive tax slips related to your account for use with your income tax return. The charts below show the tax form mailing schedules for registered and non-registered accounts.

When to expect tax slips

ATB Investment Management Inc. and ATB Securities Inc. are wholly owned subsidiaries of ATB Financial and operate under the trade name ATB Wealth. ©ATB Financial is a trade name/registered trademark

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