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In addition to the documents available on the direct brokerage platform and mobile app, what additional reports can be generated for my accounts? 

In addition to the documents produced free of charge by NBDB, it is possible to request additional reports to meet your financial or tax needs. 

Here are a few examples of documents that may be requested:  

  • Profit and loss report  
  • Statement of positions and portfolio value at a specific date 
  • A tax package that includes the gains and losses report, foreign property and income statement 
  • Corporate tax year-end report 
  • And much more 

For applicable fees, consult our General fees page.

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