Investment Account Statements

Brokerage or investment statements

What it is

Statements from non-registered investment accounts.

Why you need it

Verifies value of investments for down payment.

How to get this Document

Option 1: From Investment Platform

Recommended

Download from your investment account

1Log in to your investment platform (Wealthsimple, Questrade, etc.)

2Navigate to Statements or Documents

3Download your most recent account statement 4

4Statement should show current market value

Option 2: Contact Your Advisor

Request from your financial advisor

1Contact your financial advisor

2Request current statements for all investment accounts

3Ensure statements show account numbers and current values