View and Download Statements
Access your wealth management statements and documents anytime through our secure online portal.
Types of Statements Available
- Monthly Statements: Complete account activity and holdings
- Quarterly Reports: Performance analysis and benchmarks
- Annual Summary: Year-end positions and total returns
- Tax Documents: T5, T3, and tax summaries
- Trade Confirmations: Individual transaction records
Accessing Your Statements Online
1 Log into your wealth management portal
2 Click "Documents" in the main menu
3 Select "Statements" from dropdown
4 Choose account and date range
5 Click document to view or download
Statement Delivery Options
Go Paperless: Switch to eStatements to receive documents faster and reduce clutter.
| Delivery Method | Availability | Benefits |
|---|---|---|
| eStatements | Same day as generated | Instant access, searchable, eco-friendly |
| Paper Mail | 5-10 business days | Physical copy for records |
Understanding Your Statement
Key Sections
- Account Summary: Beginning/ending values, contributions, withdrawals
- Holdings Detail: All positions with current values
- Transaction History: Buys, sells, dividends, fees
- Performance Summary: Returns vs benchmarks
- Fee Summary: Management and other charges
Download Options
- PDF Format: Best for printing and archiving
- CSV Export: Transaction data for spreadsheets
- Tax Package: All tax slips in one download
Search and Filter Features
Find specific documents quickly:
- Filter by document type
- Search by date range
- Sort by account
- Keyword search within documents
Document Retention
Online Access: Statements are available online for 7 years. Tax documents are available for 10 years.
Setting Up Notifications
1 Go to "Settings" → "Notifications"
2 Enable "New Document Alerts"
3 Choose email or SMS delivery
When are monthly statements available?
Monthly statements are typically available online by the 5th business day of the following month.
Can I get statements for closed accounts?
Yes, statements for closed accounts remain available online for 7 years after closure.
Why can't I see older statements?
Statements older than 7 years are archived. Contact client service to request archived statements (fees may apply).
Security Tip: Always download statements to a secure location and avoid using public WiFi when accessing financial documents.