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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.
Related questions
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In addition to the documents available on the online brokerage platform and app, what additional reports can be generated for my accounts? Discover which reports are available online for your accounts and which can be generated upon request. Fees may apply. -
I rather receive my documents by mail. How do I go about this? Learn how to change your document delivery preferences online or by contacting our team. Fees may apply. -
When will I receive my portfolio statements? Get monthly portfolio statements from National Bank Direct Brokerage and quarterly statements for non-transactions. -
Where can I find, and how do I sign agreements online? See where you can access and sign agreements through our online brokerage platform. -
Where can I find the agreements in French? See where you can find the French version of your agreements provided by American stock exchanges.
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