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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 securities. 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, 65 KB) Opens in a new window.. 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 your SSN before December 31  of the tax year, your 1099 will be issued to you by the end of January in the following year. 

If you are a non-U.S., non-registered client, you need to provide your U.S. ITIN prior to December 31 of the tax year, to obtain your 1042-S slip.

If you’re a Canadian resident and owned any “specified foreign property” costing more than $100,000 at any time during the year, you may need to file Form T1135 Foreign Income Verification Statement with your Canadian tax return.

Foreign property held in registered plans, such as registered retirement savings plans (RRSPs) or tax-free saving accounts (TFSAs), don’t have to be reported on Form T1135.

For more information, contact your tax advisor or refer to the CRA website Opens in a new window.

Funds held outside of Canada constitute specified foreign property for T1135 reporting. An account held at a Canadian branch of CIBC wouldn’t be a specified foreign property even if the account is a foreign currency denominated account. However, if you have a CIBC Bank USA Smart Account, this would be considered specified foreign property.

As noted on the CRA Website Opens in a new window., a Canadian mutual fund trust (as defined in the Income Tax Act) or mutual fund corporation wouldn’t be a specified foreign property even if the trust or corporation itself holds specified foreign property.

All exchange-traded funds and mutual funds managed by CIBC or CIBC Asset Management Inc. fall into this category as well.

A Foreign Holdings Report will be produced for a non-registered account that held foreign property. The Foreign Holdings Report will help you gather the information you need to complete Form T1135 Foreign Income Verification Statement. A Foreign Property Report isn’t an official tax document; it’s your responsibility to complete the actual T1135.