Our eDocuments service is a convenient way to view, save, and download your account statements, trade confirmations, and tax documents online. Online documents include the same information as paper documents you receive in the mail, and are available online for 7 years. You’ll always receive your tax documents by mail, but you also have the option of viewing them online.
Follow these easy steps to receive your statements and trade confirmations online only:
- Sign on to your CIBC Investor’s Edge account
- Select User Preferences from the navigation menu
- Select Change Mailing Options
- Choose Online Only for the documents you want to receive online
Want to know more about your documents?
Statements are produced monthly if there is activity in your account, not including dividend or interest payments. In March, June, September, October, and December, a statement is produced for all accounts, regardless of account activity.
Your statement will give you a breakdown of asset classes, transactions and account holdings with book values. The December statement also includes a Year-End Account Report with details of account performance and account fees.
You’ll receive a Trade Confirmation for each filled trade, with all of your trade details, including quantity of shares or units, name of the company or fund traded, price, fees and commissions, currency, exchange rate (if applicable), settlement, and reference numbers. It also displays the gross and net value of your trades.
Why switch to eDocuments?
eDocuments gives you access to your documents as soon as they are available, instead of waiting for mail delivery. It also means less clutter, less time organizing and shredding paperwork, and it’s a positive step towards a greener future.
Tip: eDocuments are available online for up to 7 years. Make sure to download and save any documents you would like to keep longer.