Overview of your financial situation
Your portfolio statement brings together valuable information about your account. It’s a valuable tool for tracking your portfolio and financial situation. You can use it to quickly monitor how your portfolio is doing so that you can be sure to achieve your financial goals.
Useful tool for understanding your portfolio statement
To help you get the most out of your statement, this tool explains the features and benefits of each section. Its logical structure and streamlined layout were designed to make it easier for you to understand and review the content.
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About Your Account
Here is an overview of the provided informations:
- Investments: Income distributions, capital gains, return of capital and gains or losses on withdrawals
- RRSPs and TFSAs: Contributions
- RESPs: Contributions, grants and plan beneficiary(ies)
- RRIFs and LIFs: Annual withdrawal amount, withdrawals to date
Rate of Return
The information and opinions herein are provided for information purposes only and are subject to change. The opinions are not intended as investment advice nor are they provided to promote any particular investments and should in no way form the basis for your investment decisions. National Bank Investments Inc. has taken the necessary measures to ensure the quality and accuracy of the information contained herein at the time of publication. However, National Bank Investments Inc. does not guarantee that the information is accurate or complete, and this communication creates no legal or contractual obligation on the part of National Bank Investments Inc.
National Bank Mutual Funds (the “Funds”) are offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with investments in the Funds. Please read the prospectus of the Funds before investing. The Funds’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. For money market funds, there can be no assurances that a fund will be able to maintain its net asset value per security at a constant amount or that the full amount of the investment in a fund will be returned. The Funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.
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