Your statements and reports

Track the progress of your investments



A clear picture of your finances

Your statements and reports go hand in hand with your advisor's recommendations. Take the time to review them before meeting with your advisor. Your conversation is sure to be more productive.

Clear, accessible information

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Investment Portfolio Statement

This statement presents a summary of your investments. It sets out your asset allocation, asset details and activities carried out in each of your accounts.

See our guide

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Investment Performance Report

This report outlines the performance of each account in
your investment portfolio over the past year and since the account was opened.

See our guide

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Annual Fees and Compensation Report

This report summarizes the amounts charged by National Bank
Financial for its advice and services.

See our guide

Need help understanding the paperwork?

Our experts will be happy to explain.


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