How to register for Investor Connect from

Learn how investors with ATB Wealth can register for Investor Connect to view their transaction history, holdings, tax slips and statements.

  1. Ensure your ATB Securities Inc. Account Number is at hand.
  2. From, click “Sign in” in the top right of the screen.
  3. On the sign in screen, look for Investor Connect and click "Log in".
    1. Alternatively, visit to log in.
  4. In the "New to Investor Connect?" box on the right, enter your email address
  5. Enter the characters displayed into the Captcha box (above “I’m not a robot...”).
    1. If the characters displayed in the image are unclear, click the "Generate New Image" link just below 
  6. Click "Register".
  7. Check the email address you entered in Step 4 for a confirmation email.
    1. Click the confirm your account link in the email to return to ATB Investor Connect. (If you don’t confirm your email address within two hours, you’ll need to start over.)
  8. The email will take you to the ATB Investor Connect Security Information screen. Under Login Credentials, create a password and enter it twice.
  9. Select your security questions from the available drop-down menus. Enter your related answers.
  10. Click "Continue".
  11. On the Personal Information screen, enter the last three digits of your Social Insurance Number, your ATB Securities Inc. Account Number, date of birth and postal code.
  12. Click "Continue".
  13. On the Communications Preferences screen, under Document Types, select how you wish to receive your statements. (You can reduce your environmental impact by selecting email or online notifications.)
  14. Click "Save" to complete your registration.

Step 2

Step 3

Video: Steps 4 - 13

Need help?

Our Client Care team will be happy to assist.