My Portfolio Includes:

  • Access to eDocs, which provides you with your statements, confirmations, and tax receipts, with 7 years of history;
  • Ability to view your account activity, holdings, and balances (your account history will be stored for 18 months for Registered Plans, and 6 months for non-Registered Plans);
  • Quotes and market overview data, and;
  • Access to your account(s) 7 days a week, 24 hours a day.

(One-time Setup)