National Bank Direct Brokerage
Home Start investing
Pricing
Services
Tools and tutorials
Learning Centre
Webinars and events
You will be redirected to the login page
CLOSE

Help centre

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 direct brokerage platform.

To access it, click here or follow the steps below.

Sign in to the direct brokerage platform

Click on "Documents", then "Communications"

You will find a document entitled "Your tax return" and a "Tax and Investment Guide"

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

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

Related questions

Picto of two text bubbles

Our virtual assistant is here to help

Chat with our virtual assistant 24/7 for answers to your questions.