How to view your investment statements on Investor Connect

Learn how to view your investment transaction history, holdings, tax slips and statements online with ATB Investor Connect.

  1. Log in to ATB Investor Connect
    1. Don't have an account yet? Learn how to register for ATB Investor Connect.
  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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