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Where can I find the information needed to determine the book value?

This information can be found on your trade confirmations, on your portfolio statement sent at the end of each month, and on the summary of tax slip transactions provided at the beginning of the year for the previous fiscal year.

You can find all these documents in the "Documents" section of the direct brokerage platform.

To access them, follow the steps below.

  • Sign in to the direct brokerage platform
  • Click on "Documents", then choose the appropriate tab: "Trade confirmations", "Tax slips" or "Communications".

It is not yet possible to access this via the direct brokerage mobile application.

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