Information

Your account statement

 

You will receive an account statement every quarter, or monthly when there is activity in the account. In addition, you will also receive a quarterly portfolio review statement, which shows how the value of your portfolio has changed over various time periods. 

 

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Helping you prepare your tax return

A guide designed to help you and your tax advisor prepare your tax return as related to your investments with RBC Dominion Securities. View the Tax Reporting Guide now.

The Tax Reporting Guide features:

• Tax mailing dates

  Mailing dates for RBC Dominion Securities tax packages.

• Tax information checklist

  A useful reference outlining all the Canadian and U.S. tax information slips and supporting documents you may receive from RBC Dominion Securities, including descriptions of how to use them.