Frequently Asked Questions
Please browse through the tabs to find answers to our most frequently asked questions. If you’re not able to find what you’re looking for, please contact your Financial Advisor Team or 1-855-541-4387.
Changes may take between two and three business days to take affect. If you switched from paper statements to online notification, you may receive one final statement in the mail before the change takes effect.
Notifications tell you when a new document is ready for review.
If you wish to open a new account or make contributions to existing accounts, please contact us at 1-855-541-4387 or talk to your advisor.
If you have a joint account, live at the same address and only one of you have registered with ATB Investor Connect, we will apply communication preference settings across all account holders. If you have a joint account and live at the same address and each account holder sets their own preferences, those preferences will apply individually. If you have a joint account but the account holders live at separate addresses, your preferences will be set individually.
Conversion from USD to CAD is based on the USD/CAD exchange value as of the date of the transaction.
An electronic copy of your statements will be available from May 2014. We will make available seven years worth of your statements from this point.
If you wish to access documents prior to May 2014, talk to an Advisor.
Your investment information is current as the end of the previous business day. There are many factors that may affect the value displayed. If you have any questions, talk to an advisor.
You can search transactions and holdings for the previous six months. Click on the filter link provided in the transactions and holdings sections. You can always refer back to previous statements if you wish to go back further than six months.
Enter the email address and password you registered with.
Contact us at 1-855-541-4387. If you have an advisor, they can help you too.
Click on the settings icon at the top right of the screen (it's the small cog/gear icon). Select Change Password. Enter a new password that is at least 8 characters long and contains a special character (i.e. #@$%&()-/;:',.).
To update your mailing address, contact your advisor or call us at 1-855-541-4387.
Click on the settings icon at the top right of the screen (it's the small cog/gear icon). Select Change Email Address. We will use this new email address for all future communications with you.
Depending on the internet browser you are using (i.e. Internet Explorer, Google Chrome, Firefox, etc.) you can change the zoom level within your browser settings to increase font size.
Book value is the value of a corporation or of a corporate asset according to accounting records. Also known as net asset value. It is determined by dividing the number of issued shares into a company's net assets.
Change in value refers to the difference between the net amount you invested, including subsequent deposits and withdrawals, and the current market value inclusive of income distribution and fees.
Market changes refer to the difference between the net amount you invested and the market value for the period stated and does not include subsequent income distributions or expenses paid on your account.