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.