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Can I use the book value for tax purposes?

The book value information we provide is for information purposes only. You may use trade confirmations, portfolio statements, transaction summaries, and the T5008 statement for tax purposes, but you must ensure that the information presented on these documents is accurate.

You can find more information about the T5008 statement and other tax documents on our online brokerage platform.

To access it, click here or follow these steps:

  1. Sign in to the online brokerage platform.
  2. Select the Documents tab, then click Communications.
  3. You will find a document entitled Your tax return and a Tax and Investment Guide.

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

Please note that the dates of availability of tax documents are indicated at the bottom of the regulatory page, under the tab Year-end tax slips and statements.

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