In addition to the documents available on the direct brokerage platform and NBC Wealth app, what additional reports can be generated for my accounts?

In addition to the documents produced free of charge by NBDB, it is possible to request additional reports to meet your financial or tax needs.

Here are a few examples of documents that may be requested:

Profit and loss report
Statement of positions and portfolio value at a specific date
A tax package that includes the gains and losses report, foreign property and income statement
Corporate tax year-end report
Transaction report
Projected income report
Portfolio evaluation report (at a specific date)
And much more

For applicable fees, consult our Pricing page.

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In addition to the documents available on the direct brokerage platform and NBC Wealth app, what additional reports can be generated for my accounts?

Discover which reports are available online for your accounts and which can be generated upon request. Fees may apply.

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