Sign on to review your documents. When you select "eDocuments" on the Account Information page, you’ll find:
- Account statements
- Trade confirmations
- Quarterly portfolio reviews
- Any available tax documents
Documents are kept online for 7 years, whether you choose to receive them by mail or online only.
In February, you’ll also get a comprehensive tax information package, including details about mandatory government reporting, and an investment summary detailing investment income, expenses and trading activity for the year.