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. 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).
- 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)
- 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.