Get a statement or tax certificate

You can securely view your most recent statement and tax certificate, or select a specific date range you would like to view, on your online account. Not sure if you have an online account

Please follow these steps:

1. Log in to your online account.

2. Click on the Investment Reports button, and choose to either get a statement summary or a detailed transaction history as a menu item.

3. Select your date range at the top, choose your account and click 'Go'.

4. Click download to either view the document in a PDF or Excel format on the top right-hand icons.

We also conveniently send your quarterly statement(s) and tax certificate(s) to your email or postal address on record.