We encourage you to receive your account documents online. 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 TDBC, your statements and any related tax slips will be mailed to you by that broker. These statements and tax slips won’t be available online from TDBC.
Login to review your documents. When you select "eDocuments" on the Account Information page, you’ll find:
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.
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 TDBC, 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 TDBC Wood Gundy Guide to Income Tax Reporting.
Login once to get your statements
In your online account, select "Single Sign On" to review all your statements without switching between banking and investment accounts.
Tax Slips for Trust Units, Limited Partnerships and Mutual Funds
Tax information for trust units and limited partnerships are provided to TDBC Investor’s Edge by each issuer on a staggered schedule. Once we receive the tax information from each issuer, we will mail you a separate tax slip for each investment that you held in 2020.
For mutual funds, you will receive a T3/Relevé 16 and NR4 slips, as required, directly from the mutual fund company.
Frequently asked questions
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 TDBC, your statements aren't available online from TDBC. Your broker will mail them to you.
Confirmations are issued when you buy or sell stock. 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, 105 KB) Opens a new window in your browser.. To learn more about finding ACB values, contact your personal tax advisor.
As part of the income tax filing process, TDBC 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 their SSN before December 31, 2020, your 1099 will be issued to you by the end of January.
If you are a non-U.S., non-registered client, you need to provide your U.S. ITIN prior to December 31, 2020, 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.
Funds held outside of Canada constitute specified foreign property for T1135 reporting. An account held at a Canadian branch of TDBC wouldn’t be a specified foreign property even if the account is a foreign currency denominated account. However, if you have a TDBC 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 TDBC or TDBC Asset Management Inc. fall into this category as well.
To find out if a Foreign Property Report that provides information regarding your foreign securities to help you in completing the T1135 is available for your non-registered account, contact your advisor or call Client Relations at 1-800-563-3193 Opens your phone app.. A Foreign Property Report isn’t an official tax document; it’s your responsibility to complete the actual T1135.
Note: A Foreign Property Report will not reflect foreign assets held in accounts with other TDBC lines of business. For example, if you have a TDBC Bank USA Smart Account, this will not be captured on a Foreign Property Report for your Canadian non-registered account.
Please note: Multilanguage sites do not provide full access to all content on TDBC.com. The full TDBC website is available in English and French.