Investor Education FundUnderstanding Your Account StatementShare With a FriendClose This Window
Choose a statement type to view:

A mutual fund company
This statement shows only the funds you hold with one mutual fund company.

A brokerage firm
This statement is for an account that holds a variety of investments, like stocks, bonds, income trusts and mutual funds.

An RRSP account
This statement is for retirement savings you hold with a mutual fund dealer.

Explore Your Statement

Every account statement looks a little different. But all statements can be broken down into a few basic parts. We have prepared three sample statements that explain the information you usually find. They won't look exactly like yours. But you can use them as a guide to help you better understand your own.


How often do you receive a statement? It depends on the type of account you have and where you do business. Here's what we can tell you:

  • Your financial institution must send you an account statement at least once a year. Many firms send them at least every 3 months.
  • You'll also receive a statement at the end of any month in which you bought and sold investments.
  • If you hold mutual funds in your account, you may receive separate statements from the mutual fund company.
  • If you have an adviser, he or she may send you a custom statement in addition to the one you're sent by the financial institution. Check with your adviser about how often you should get your statements.