How to register for Investor Connect from ATB.com
Learn how investors with ATB Wealth can register for Investor Connect to view their transaction history, holdings, tax slips and statements.
- Be sure to have your ATB Securities Inc. Account Number handy
- From ATB.com, click the Sign in link at the top right of the screen
- On the sign in screen, look for Investor Connect and click Log in
- Alternatively, visit atbinvestorconnect.com
- In the New to Investor Connect? box on the right, enter your email address
- Enter the characters displayed into the captcha box (above “I’m not a robot...”)
- If the characters displayed in the image are unclear, click the Generate New Image link just below
- Click Register
- You’ll soon receive a confirmation email at the address you entered in step 4
- Click the confirm your account link inside to return to ATB Investor Connect
- If you haven’t confirmed within two hours, you’ll need to start over
- Once at the ATB Investor Connect Security Information screen, under Login Credentials, Create and Re-enter your Password
- Select your Security Questions from the available drop-down menus and enter your related Answers
- Click Continue
- On the Personal Information screen, enter your SIN (last 3 digits of your Social Insurance Number), your ATB Securities Inc. Account Number, Date of Birth and Postal Code
- Click Continue
- On the Communications Preferences screen, under Document Types, select how you wish to receive your statements by clicking on Online, In the mail and online or Email notification and online
- Helpful Hint: Help reduce the impact on our environment by selecting Email Notification and online
- Click Save to complete your registration
- You're all done!
Step 2
Step 3
Video: Steps 4 - 13