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A one-stop resource shop for all ATB Investor Services documentation and learning


New Client Package

Find all the regulatory brochures made available to new clients from ATB Securities Inc. - a member of ATB Investor Services - as part of the account opening process.

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Statement Guide

Understand the type of investment statements and reporting available to you via confirmations, tax slips and online access through Investor Connect.

See the guide


All disclosures related to ATB Securities Inc., Compass Portfolio Series, hypothetical range of return calculations and limitations of use can be found here.

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Charitable Foundation

Create a community or private foundation or a donor advised fund through ATB Investor Services Foundation. Your invested donations create grants for charity.

Learn and create

Investor Beat

The ATB Investor Beat is our quarterly report on saving and investing in Alberta. Subscribe to receive the next issue or download the current one now.

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Access valuable wealth management advice from ATB’s own experts, all in one insightful, quarterly investment guide. All past issues are available.

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ATB Institutional Portfolio Management

Our team helps build a customized portfolio for your not-for-profit, municipality, foundation, union or pension to strengthen your organization’s investment future.

Learn more​​​​


Whether you consider yourself a financial wizard, an investing newbie or anything in-between, we are here to listen and to help you become a more knowledgeable, confident saver and investor.

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Find an investment specialist

Get specialized advice and guidance on a range of financial issues—when you need it, where you want it.

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