Online documents
Ifyou signedup foreStatements,you'll find them online.Sign up for eStatements for each account separately.They're kept online for 7 years.
You can get eStatements for several accounts:
- Chequing accounts
- Savings accounts
- Credit cards
- Investment accounts such as CIBC Mutual Funds, RRSP, RRIF, RESP, RDSP and Personal Portfolio Services (PPS)
- Personal lines of credit
Sign on to CIBC Online Banking Opens in a new window.
Mailed documents
You'll get your annual mortgage statement by mail throughout the year. If you signed up for paper statements for your other accounts, you'll get these by mail too.
How do I switch to eStatements?
Mortgage statements
Mortgage statements are currently being prepared and will be mailed by February 12. Please allow for up to 10 days for mail delivery.
Need more information about mortgage statements? Opens in a new window.
Tax documents
You'll get your tax slips by mail. For details about the most common tax slips, including what they report, special exceptions and mailing dates, skip totax slips.
Sign on once to get all your statements
In your online account, select "Single sign on" to view all your statements.
Need more help?
Contact your advisor or callOpens your phone app1-800-465-3863Opens your phone app.
Online documents
We’ve made it easy for you to find your documents online. Sign on to Investor’s Edge, go to Account Information and select eDocuments to view and download your account documents, including:
- Account statements
- Trade confirmations
- Tax documents
Once you’re on the eDocuments page, choose an account from the dropdown menu to view your documents. Documents are kept online for 7 years.
Sign on to Imperial Investor Service
Mailed documents
We encourage you to receive your account documents online. Simply go to User Preferences, select Change Mailing Options and choose Online Only.
If you prefer getting your documents both by mail and online, then there is no need to make any changes to your User Preferences.
If you have a mutual fund account with a broker other than CIBC, your statements and any related tax slips will be mailed to you by that broker. These statements and tax slips won’t be available online from CIBC.
Tax documents
For more information about tax documents, including mailing dates, skip totax slips.If you receive a tax slip after you’ve filed your tax return, you need to file a T1-ADJ form to amend your tax return. You can find the T1-ADJ form on the Canada Revenue Agency website Opens in a new window.. Quebec residents should also file a TP-1.R-V form, available on the Revenu Quebec website Opens in a new window..
Sign on once to get all your statements
Online, select"Relate Brokerage Accounts"to review allyour statements without switching between banking and investment accounts.
Need more help?
Contact your advisor or call the Imperial Investor Service Contact Centre atOpens your phone appOpens your phone app1-800-661-7494Opens your phone app.
Online documents
We’ve made it easy for you to find your documents online. Sign on to Investor’s Edge, go to Account Information and select eDocuments to view and download your account documents, including:
- Account statements
- Trade confirmations
- Tax documents
Choose an account from the dropdown menu to view your account documents. Documents are kept online for 7 years.
Sign on to Investor's Edge
Mailed documents
Go paperless. It’s easy — go to the profile menu, select Preferences and check “Make all my docs paperless”.
If you prefer getting your documents both by mail and online, there is no need to make any changes to your Preferences.
If you have a mutual fund account with a broker other than CIBC, your statements and any related tax slips will be mailed to you by that broker. These aren’t available online from CIBC.
T5008 — What you need to know
A T5008/Relevé18 reports the details of security positions that were sold, redeemed or matured during the 2022 tax year. For more information, please refer to theT5008 FAQ (PDF, 115 KB) Opens in a new window..
Received a tax slip after filing?
If you receive a tax slip after you’ve filed your tax return, you need to file a T1-ADJ form to amend your tax return. You can find the T1-ADJ form on the Canada Revenue Agency website.Opens a new window in your browser.
Quebec residents should also file a TP-1.R-V form, available on the Revenu Quebec website.Opens a new window in your browser.
Have more questions?
For questions about filing your taxes or about your tax slips, contact your personal tax advisor. For help accessing your tax slips online, pleasecontact usContact us. Opens a new window in your browser..
Online documents
Sign on to review your documents.When you select "eDocuments" onthe Account Information page, you’ll find:
- Account statements
- Trade confirmations
- Quarterly portfolio reviews
- Any available tax documents
Documents are kept online for 7 years, whether you choose to receive them by mail or online only.
In February, you’ll also get a comprehensive tax information package, including details about mandatory government reporting, and an investment summary detailing investment income,expenses andtrading activity for the year.
Sign on to Wood Gundy
Mailed documents
Tax slips are mailed out between January and March.For more information, skip totax slips.
If you have a mutual fund account with a broker other than CIBC, statements and any related tax slips for that accountare mailed to you by the broker.
Tax documents
For more information about tax documents, including mailing dates, skip to tax slipsor sign on and go to the Tax slips tab, on the eDocuments page, to review the CIBC Wood Gundy Guide to Income Tax Reporting.
Sign on once to get your statements
In your online account, select "Single Sign On"to review allyour statements without switching between banking and investment accounts.
Need more help?
Contact your CIBC Wood Gundy Investment Advisor or call Client Relations at 1-800-563-3193Opens your phone app.
As an expert in personal finance and online document management systems, I've gained extensive knowledge about various banking and investment platforms. My experience spans across financial institutions, and I have a deep understanding of how individuals can effectively manage their accounts and statements online. Let me break down the key concepts and information provided in the article about online documents, mailed documents, and tax-related matters:
1. eStatements and Online Documents:
- Accounts Covered: The article mentions that eStatements are available for various accounts, including chequing accounts, savings accounts, credit cards, and investment accounts such as CIBC Mutual Funds, RRSP, RRIF, RESP, RDSP, and Personal Portfolio Services (PPS).
- Retention Period: Online documents, including eStatements, are kept online for 7 years.
- Access: Users can sign on to CIBC Online Banking to access eStatements. For specific investment accounts like Investor’s Edge and Imperial Investor Service, different sign-on processes are outlined.
2. Mailed Documents:
- Annual Mortgage Statement: Mortgage statements are mailed, and the article specifies a timeframe for their delivery.
- Other Account Statements: If users have opted for paper statements, they will receive these documents by mail.
- Encouragement for Online Delivery: Users are encouraged to receive account documents online rather than by mail.
3. Switching to eStatements:
- Process: Information is provided on how to switch from paper statements to eStatements.
- Single Sign-On: Users are advised to sign on once to access all their statements conveniently.
4. Tax Documents:
- Delivery: Tax slips are sent by mail, and the article directs users to additional details about the most common tax slips, exceptions, and mailing dates.
- Online Access: Users can access tax documents online for various accounts, and the article emphasizes the importance of signing on once to retrieve all statements, including tax-related documents.
- Filing after Receipt: Guidance is given for users who receive tax slips after filing their tax return, with information on the T1-ADJ form and additional forms for Quebec residents.
5. Specific Platforms:
- Investor’s Edge and Imperial Investor Service: Users are directed on how to find and download account documents online for these specific investment platforms.
- CIBC Wood Gundy: The article provides information on when tax slips are mailed, where to find the CIBC Wood Gundy Guide to Income Tax Reporting, and contact details for further assistance.
6. Additional Tax Forms:
- T5008/Relevé18: Information is given about this form that reports details of security positions sold, redeemed, or matured during the tax year.
7. General Assistance:
- Contact Information: Users are provided with contact details for general assistance, such as contacting an advisor or calling customer service.
In summary, the article covers a comprehensive range of topics related to managing financial documents online, transitioning to eStatements, receiving documents by mail, and understanding tax-related processes for various accounts and platforms offered by CIBC.
