How to view your investment statements on Investor Connect
Learn how to view your investment account statements, trade confirmation slips, tax slips and annual reports online on ATB Investor Connect.
- Log in to ATB Investor Connect
- Don't have an account yet? Learn how to register for ATB Investor Connect.
- There are two ways to access statements from the Account Summary screen:
- Click NOTIFICATIONS in the navigation on the top right of the screen; if you see a red number next to it, this lets you know how many new notifications (incl. account related documents) are available for review
- i. On the Notifications screen, a list of statements will be displayed; click View Document to the right of the relevant statement to go to a filtered documents screen
- ii. Click View to the right of the relevant statement to either download a PDF copy of your statement or open it in a new tab (this depends on your browser settings)
- Click DOCUMENTS in the navigation on the top right of the screen
- i. From the drop-down menu, hover select Statements; or Trade Confirmation Slips, Tax Slips or Annual Summary Reports, if that’s what you’re looking for, to go to a filtered documents screen
- ii. Statements and Trade Confirmation Slips filter to the current date by default; Tax Slips and Annual Summary Reports, however, filter to the previous year
- iii. Use Year and Month drop down menus to find your desired statement timeline and click Search
- iv. Click View to the right of the relevant statement to either download a PDF copy of your statement or open it in a new tab (this depends on your browser settings)
Step 2a
Step 2a, i - ii
Step 2b, i - ii
Step 2b, iii
Step 2b, iv