Find my documents

All about account statements, tax slips and trade confirmations

Important tax filing deadlines 

Deadline to make RRSP contributions.

Last day to file personal tax returns. Make sure you have all required tax slips when filing your tax return.

Last day to file tax returns if you, or your spouse or common-law partner, are self-employed.

Find your documents across our services

Online documents

If you signed up for eStatements, you'll find them online. Sign up for eStatements for each account separately. They're kept online for 7 years.

You can get eStatements for several accounts:
 

  • Chequing accounts
  • Savings accounts
  • Credit cards
  • Investment accounts such as CIBC Mutual Funds, RRSP, RRIF, RESP, RDSP and Personal Portfolio Services (PPS)
  • Personal lines of credit

Mailed documents

You'll get your annual mortgage statement by mail throughout the year. If you signed up for paper statements for your other accounts, you'll get these by mail too.

How do I switch to eStatements?

A calendar.

Tax documents

A laptop.

Sign on once to get all your statements

Percy Penguin and a CIBC advisor having a conversation on a couch.

Need more help?

Online documents

Sign on to Imperial Investor Service find your account statements and tax-related documents. On the eDocuments page, there are tabs organizing your tax-related records, including:
 

  • Account statements
  • Trade confirmations
  • Any available tax slips

Each section has a list of your accounts. Select an account to see all available documents, listed by year. Documents are kept online for 7 years.

Mailed documents

In our efforts to create a paperless environment, we encourage having your documents delivered online only. Simply go to User Preferences, select Change Mailing Options and choose Online Only.

If you prefer getting your documents both by mail and online, then there is no need to make any changes to your User Preferences.

If you have a mutual fund account with a broker other than CIBC, your statements and any related tax slips are mailed to you by the broker; they aren't available online from CIBC.

A calendar.

Tax documents


A laptop.

Sign on once to get all your statements

Percy Penguin and a CIBC advisor having a conversation on a couch.

Need more help?

Online documents

Sign on to Investor's Edge to find most of your documents. Under Account Information, select eDocuments. On this page you’ll find tabs for:
 

  • Account statements
  • Trade confirmations
  • Tax documents

Each section has a list of your accounts. Select one to see the available documents for that account, listed by year. Documents are kept online for 7 years.

Mailed documents

In our efforts to create a paperless environment, we encourage having your documents delivered online only. Simply go to User Preferences, select Change Mailing Options and choose Online Only

If you prefer getting your documents both by mail and online, then there is no need to make any changes to your User Preferences.

If you have a mutual fund account with a broker other than CIBC, your statements and any related tax slips are mailed to you by the broker; these are not available online from CIBC.

T5008—What you need to know

Received a tax slip after filing?

Percy Penguin and a CIBC advisor having a conversation on a couch.

Have more questions?

Online documents

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.

Mailed documents

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.

A calendar.

Tax documents


A laptop.

Sign on once to get your statements

Percy Penguin and a CIBC advisor having a conversation on a couch.

Need more help?

Learn about tax slips

Tax Slips for Trust Units, Limited Partnerships and Mutual Funds

Frequently asked questions