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.

  1. Log in to ATB Investor Connect
    1. Don't have an account yet? Learn how to register for ATB Investor Connect.
  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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