Accessibility Quick Links
FIND MY DOCUMENTS
All about account statements, tax slips and trade confirmations
We'll help you find the CIBC documents you need for financial planning and tax filing1.
Deadline to make RRSP contributions
Last day to file personal tax returns
Last day to file tax returns if you, or your spouse or common-law partner, are self-employed
Find your documents across our services
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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 card accounts
- Investment accounts, such as CIBC Mutual Funds, RRSP, RRIF, RESP, RDSP and Personal Portfolio Services (PPS)
Mailed documents
You'll get your line of credit statements and 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.
You'll get your tax slips by mail. For details about the most common tax slips, including what they report, special exceptions and mailing dates, skip to tax slips.
In your online account, select "Single sign on" to view all your statements without switching between banking and investment accounts.
Contact your advisor or call 1-800-465-3863.
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Imperial Investor Service
Online documents
Sign on to 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
Select an account to see all available documents, listed by year. Documents are kept online for 7 years. Your annual tax package and the CIBC Imperial Service Client Tax brochure are also available online.
Mailed documents
You'll receive your account statements and trade confirmations by mail or online. Change your preferences on the User Preferences page, under “Mailing Options.”
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.
For more information about tax documents, including mailing dates, skip to tax slips or review the CIBC Investor Services Guide to Income Tax Reporting (PDF, 70 KB) .
Online, select "Relate Brokerage Accounts" to review all your statements without switching between banking and investment accounts.
Contact your advisor or call the Imperial Investor Service Contact Centre at 1-800-661-7494.
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Investor's Edge
Online documents
Sign on to find most of your documents. Under Account Information, select "eDocuments." On this page you’ll find tabs for:
- Account statements
- Any available tax documents
- Trade confirmations
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
You'll get your documents by mail and online. If you only want online documents, go to User Preferences, select "Change Mailing Options" and choose “Online Only.”
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.
Mortgage statements are mailed and not available online.
For more information about tax documents, including mailing dates, skip to tax slips or review the CIBC Investor's Edge Guide to Income Tax Reporting (PDF, 58 KB) .
In your online account, select "Single Sign On" to review all your statements without switching between banking and investment accounts.
Call us at 1-800-567-3343 or contact usContact us. Opens a new window in your browser..
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Wood Gundy
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.
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.
In your online account, select "Single Sign On" to review all your statements without switching between banking and investment accounts.
Contact your CIBC Wood Gundy Investment Advisor or call Client Relations at 1-800-563-3193.
Frequently asked questions
Statements are usually issued monthly. But, you'll get quarterly statements if there's been no activity on your account.
If you have mutual fund accounts with a broker other than CIBC, your statements aren't available online; your broker mails them to you.
Confirmations are issued when you buy or sell stock. You can opt 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.
ACB values aren't included in tax summary reports. To learn more about finding ACB values, call your CIBC advisor or the Imperial Investor Service Contact Centre.
Statements for registered and non-registered GICs are mailed quarterly as either individual statements or as part of a consolidated statement.
GIC tax slips aren’t issued when the investment income is less than $50, but you still need to report the income on your income tax return.
You can get mutual fund statements for CIBC Personal Portfolio Services and CIBC Securities Inc. online when you opt for eStatements. If you need copies of statements issued before you opted in to eStatements, contact your CIBC financial advisor.