Sign on to review your documents. When you select "eDocuments" on the Account Information page, you’ll find:
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.
Tax slips are mailed out between January and March. For more information, skip to tax slips.
If you have a mutual fund account with a broker other than CIBC, statements and any related tax slips for that account are mailed to you by the broker.
For more information about tax documents, including mailing dates, skip to tax slips or sign on and go to the Tax slips tab, on the eDocuments page, to review the CIBC Wood Gundy Guide to Income Tax Reporting.
Sign on once to get your statements
In your online account, select "Single Sign On" to review all your statements without switching between banking and investment accounts.
Tax Slips for Trust Units, Limited Partnerships and Mutual Funds
Tax information for trust units and limited partnerships are provided to CIBC Investor’s Edge by each issuer on a staggered schedule. Once we receive the tax information from each issuer, we will mail you a separate tax slip for each investment that you held in 2019.
For mutual funds, you will receive a T3/Relevé 16 and NR4 slips, as required, directly from the mutual fund company.
Frequently asked questions
Statements are usually issued monthly. But if there’s been no activity on your account, you'll only get quarterly statements.
If you have mutual fund accounts with a broker other than CIBC, your statements aren't available online from CIBC. Your broker will mail them to you.
Confirmations are issued when you buy or sell stock. You can choose to get these documents electronically. Otherwise, they're mailed to you.
For all investment accounts from 2017 onward, you'll get a year-end account report, issued in January. You’ll get the report the same way you receive your monthly statements, online or by mail. Learn more about your investment report.
For your convenience, the T5008/RL-18 tax slip now includes the book value amount in Box 20. Please note that the amount reported in Box 20 reflects information currently available on our system and may or may not reflect your adjusted cost base (ACB), which is the cost of the security for tax purposes and is required to determine your gain or loss for tax purposes. You may need to make additional adjustments to the amount indicated in Box 20 at the time of determining and reporting your gain or loss from the disposition. For further information, please refer to the T5008 FAQs (PDF, 105 KB) Opens a new window in your browser.. To learn more about finding ACB values, contact your personal tax advisor.
As part of the income tax filing process, CIBC Investor’s Edge is required to give CRA (and Revenue Quebec for Quebec residents) copies of the following investment income forms, as applicable: T3, T5, T5013, T4RSP, T4RIF, T4A and NR4.
We also provide a report on all dispositions, as well as redemptions and maturities of debt instruments and options. You can find all information related to these filings on your account statements, T5008 and on your year-end Transaction Summary.
U.S. persons or individuals subject to U.S. tax laws may receive the following forms: 1099-DIV, 1099-INT, 1099-OID, 1099-MISC, 1099-B, 1042-S and K-1. For more details about each form, please visit our Tax Slips section.
If you are a U.S. client who provided their SSN before December 31, 2019, your 1099 will be issued to you by the end of January.
If you are a non-U.S., non-registered client, you need to provide your U.S. ITIN prior to December 31, 2019, to obtain your 1042-S slip.
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