1. Log in to ATB Investor Connect
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2. There are two ways to access statements from the Account Summary screen:
1. 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)
2. 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)

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