How to register for Investor Connect from ATB.com

Investors with ATB Wealth® can register for Investor Connect to view your transaction history, holdings, tax slips and statements.

  1. Be sure to have your ATB Securities Inc. Account Number handy
  2. From ATB.com, click the Sign in link at the top right of the screen
  3. On the sign in screen, look for Investor Connect and click Log in
    1. Alternatively, visit atbinvestorconnect.com
  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. You’ll soon receive a confirmation email at the address you entered in step 4
    1. Click the confirm your account link inside to return to ATB Investor Connect
    2. If you haven’t confirmed within two hours, you’ll need to start over
  8. Once at the ATB Investor Connect Security Information screen, under Login Credentials, Create and Re-enter your Password
  9. Select your Security Questions from the available drop-down menus and enter your related Answers
  10. Click Continue
  11. 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
  12. Click Continue
  13. 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
    1. Helpful Hint: Help reduce the impact on our environment by selecting Email Notification and online
  14. Click Save to complete your registration

Step 2


Step 3


Video: Steps 4 - 13


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