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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 online brokerage platform.
To access them, follow these steps:
- Sign in to the online brokerage platform
- Under the Documents tab, choose between Trade confirmations, Tax slips or Communications.
It is not yet possible to access this via the direct brokerage app.
Related questions
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Are there any fees to trade on the online brokerage platform or app? See our fees for trading on our National Bank Direct Brokerage platform or direct brokerage app. -
Can I provide my book value when depositing a share certificate? You can adjust the share certificate book value by filling out form 27740 and sending it to us by mail or email. -
Can I trade a U.S. stock in a Canadian account or vice versa? Trade American and Canadian stocks on our National Bank Direct Brokerage platform. Consult our Pricing page for current rates. -
Can I trade cryptocurrencies (e.g. Bitcoin) on the online brokerage platform or app? Discover if you can trade cryptocurrencies on our platform. Learn more in our cryptocurrencies section. -
Can I use the book value for tax purposes? See how to access your tax information with a T5008 statement and other tax documents.
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