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. A red number next to this will indicate how many new notifications and 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 over "Select Statements" or Trade Confirmation Slips, Tax Slips or Annual Summary Reports to see apply a filter to the documents, if desired.
     
   • ii. Statements and Trade Confirmation Slips filter to the current date by default. Tax Slips and Annual Summary Reports 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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