1. Royal Bank of Canada (RBC)
Accessing Mortgage and Investment Statements via Online Banking:
1. Log In to Online Banking:
○ Visit RBC's website.
○ Click on the "Sign In" button located at the top-right corner.
○ Enter your Client Card Number or Username and Password, then click "Sign
In".
2. Navigate to Statements/Documents:
○ From the Accounts Summary page, select "Statements/Documents" located
at the top-right side of the screen.
RBC Royal Bank
3. Select Account and Statement Period:
○ On the Account Documents page, choose the specific account type (e.g.,
Mortgage or Investment) from the dropdown menu.
○ Select the desired statement period from the available options.
4. View and Download the Statement:
○ Click on the statement link to open it in PDF format.
○ Use the download icon to save the statement to your device.
5. Log Out:
○ For security purposes, click "Sign Out" at the top-right corner after completing
your session.
Accessing Mortgage and Investment Statements via Mobile App:
1. Open the RBC Mobile App and Sign In:
○ Launch the RBC Mobile app on your device.
○ Enter your Username and Password, then tap "Sign In".
2. Navigate to Statements:
○ Tap on the "More" option in the navigation bar.
○ Under "Services", tap "Statements".
3. Select Account and Statement Period:
○ Choose the specific account (e.g., Mortgage or Investment) from the list.
○ Select the desired statement period to view.
4. View and Download the Statement:
○ The statement will open as a PDF.
○ Use the download or share icon to save the statement to your device.
5. Log Out:
○ Tap the "Sign Out" option to ensure your account is secure.
Customer Service Contact Information:
● Phone Number: 1-800-769-2511● Website Support: Visit RBC Contact Us for additional support options.
2. Toronto-Dominion (TD) Bank
Accessing Mortgage and Investment Statements via Online Banking:
1. Log In to EasyWeb Online Banking:
○ Visit TD's website.
○ Click on "EasyWeb Login" at the top-right corner.
○ Enter your Username and Password, then click "Login".
2. Navigate to Statements & Documents:
○ At the top of the screen, select where it shows the name on the account and
select "Statements & Documents".
TD Bank
3. Select Account and Statement Period:
○ Use the "Get statements & documents by account" dropdown menu to select
the specific account (e.g., Mortgage or Investment).
○ Refine your results by selecting the desired year using the "Filter by year"
dropdown.
4. View and Download the Statement:
○ Click on the statement link to open it.
○ Use the download or print options to save or print the statement.
5. Log Out:
○ Click "Logout" at the top-right corner to end your session.
Accessing Mortgage and Investment Statements via TD Mobile App:
1. Open the TD Mobile App and Sign In:
○ Launch the TD Mobile app on your device.
○ Enter your Username and Password, then tap "Login".
2. Navigate to Statements & Documents:
○ Tap on the "Accounts" tab to view your accounts.
○ Select the specific account (e.g., Mortgage or Investment).
○ Tap on "Statements & Documents" within the account details.
3. Select Statement Period:
○ Choose the desired statement period from the list.
4. View and Download the Statement:
○ The statement will open as a PDF.
○ Use the download or share icon to save the statement to your device.
5. Log Out:
○ Tap the "Logout" option to ensure your account is secure.
Customer Service Contact Information:● Phone Number: 1-866-222-3456
● Website Support: Visit TD Contact Us for additional support options.
3. Bank of Montreal (BMO)
Accessing Mortgage and Investment Statements via Online Banking:
1. Log In to Online Banking:
○ Visit BMO's website.
○ Click "Sign In" in the top-right corner.
○ Enter your Card Number and Password, then click "Sign In".
2. Navigate to Statements:
○ From the My Accounts page, select the "View eStatements" option.
○ For mortgage statements, navigate to your mortgage account under the Loans
& Mortgages section.
○ For investment statements, go to the Investments or BMO Wealth
Management section.
3. Select Statement Period:
○ Choose the desired account and the statement period from the dropdown or
available list.
4. Download the Statement:
○ Click on the statement link to open it in PDF format.
○ Use the download option to save the file to your device.
5. Log Out:
○ Click "Sign Out" in the top-right corner for security.
Accessing Mortgage and Investment Statements via Mobile App:
1. Open the App and Sign In:
○ Launch the BMO Mobile Banking app and log in with your credentials.
2. Access Accounts:
○ Tap on the "Accounts" tab to view your account list.
○ For mortgage statements, tap on your mortgage account and look for the
"Statements" option.
○ For investment statements, go to the Investments section.
3. Select Statement Period:
○ Select the desired statement period from the list of available options.
4. Download the Statement:
○ The statement will open as a PDF. Tap the download or share icon to save or
share the statement.
5. Log Out:
○ Tap "Sign Out" to complete your session.Customer Service Contact Information:
● Phone Number: 1-877-225-5266
● Additional Support: Visit BMO Contact Us.
4. Canadian Imperial Bank of Commerce (CIBC)
Accessing Mortgage and Investment Statements via Online Banking:
1. Log In to Online Banking:
○ Visit CIBC's website.
○ Click "Sign On" and enter your Card Number and Password.
2. Navigate to Statements:
○ Click on "My Accounts" from the main navigation.
○ Select your mortgage or investment account.
○ Click "Statements/Documents".
3. Select Statement Period:
○ Choose the desired statement period (e.g., quarterly, monthly).
4. Download the Statement:
○ Click on the statement to open it in PDF format and use the download icon to
save it.
5. Log Out:
○ Click "Sign Out" after completing your session.
Accessing Mortgage and Investment Statements via Mobile App:
1. Open the App and Sign In:
○ Launch the CIBC Mobile Banking app and sign in with your credentials.
2. Navigate to Accounts:
○ Tap on the "Accounts" tab.
○ Select your mortgage or investment account.
○ Look for the "Statements" option.
3. Select Statement Period:
○ Choose the desired statement period to view.
4. Download the Statement:
○ Open the statement and use the download or share option.
5. Log Out:
○ Tap "Sign Out" to secure your account.
Customer Service Contact Information:
● Phone Number: 1-800-465-2422
● Support Options: Visit CIBC Contact Us.5. Scotiabank
Accessing Mortgage and Investment Statements via Online Banking:
1. Log In to Online Banking:
○ Visit Scotiabank's website.
○ Click "Sign In" and enter your credentials.
2. Navigate to Statements:
○ Go to your mortgage or investment account under the Accounts Summary
page.
○ Click on "Statements/Documents".
3. Select Statement Period:
○ Choose the desired statement period from the list.
4. Download the Statement:
○ Open the statement and click the download button.
5. Log Out:
○ Click "Sign Out" at the top of the page.
Accessing Mortgage and Investment Statements via Mobile App:
1. Open the App and Sign In:
○ Launch the Scotiabank Mobile Banking app and log in.
2. Navigate to Accounts:
○ Select your mortgage or investment account.
○ Look for the "Statements/Documents" section.
3. Select Statement Period:
○ Tap on the desired statement period.
4. Download the Statement:
○ Use the download or share icon to save the statement.
5. Log Out:
○ Tap "Sign Out" to complete your session.
Customer Service Contact Information:
● Phone Number: 1-800-472-6842
● Support Options: Visit Scotiabank Contact Us.
1. Vancity Credit Union
Accessing Mortgage and Investment Statements via Online Banking:
1. Log In to Online Banking:
○ Visit Vancity's website.○ Click "Sign In" in the top-right corner of the homepage.
○ Enter your Member Number and Password, then click "Sign In".
2. Navigate to Accounts:
○ From the main dashboard, click on your Mortgage or Investment account.
○ Select the "Statements/Documents" option from the account details menu.
3. Select Statement Period:
○ Choose the desired statement period (e.g., quarterly or annual).
○ A list of available statements will appear.
4. Download the Statement:
○ Click on the statement to open it in PDF format.
○ Use the download icon to save it to your device.
5. Log Out:
○ Click "Sign Out" in the top-right corner to end your session securely.
Accessing Mortgage and Investment Statements via Mobile App:
1. Open the App and Sign In:
○ Launch the Vancity Mobile app and enter your credentials to sign in.
2. Navigate to Accounts:
○ Tap on the Accounts tab and select your Mortgage or Investment account.
○ Look for the "Statements/Documents" section within the account details.
3. Select Statement Period:
○ Choose the statement period from the list of available options.
4. Download the Statement:
○ Open the statement and use the download or share icon to save it.
5. Log Out:
○ Tap the "Sign Out" option to secure your account.
Customer Service Contact Information:
● Phone Number: 1-888-826-2489
● Website Support: Visit Vancity Contact Us.
2. Meridian Credit Union
Accessing Mortgage and Investment Statements via Online Banking:
1. Log In to Online Banking:
○ Visit Meridian's website.
○ Click "Sign In" in the top-right corner.
○ Enter your Login ID and Password, then click "Sign In".
2. Navigate to Accounts:
○ From the dashboard, click on your Mortgage or Investment account.○ Select the "eStatements/Documents" option from the menu.
3. Select Statement Period:
○ Choose the desired statement period (e.g., monthly, quarterly).
4. Download the Statement:
○ Click on the statement to view it in PDF format.
○ Use the download option to save it to your device.
5. Log Out:
○ Click "Sign Out" to end your session.
Accessing Mortgage and Investment Statements via Mobile App:
1. Open the App and Sign In:
○ Launch the Meridian Mobile app and enter your credentials.
2. Navigate to Accounts:
○ Tap on the Accounts tab and select your Mortgage or Investment account.
○ Look for the "eStatements/Documents" section within the account details.
3. Select Statement Period:
○ Tap on the statement period you wish to view.
4. Download the Statement:
○ Open the statement and use the download or share icon to save or email it.
5. Log Out:
○ Tap "Sign Out" to secure your session.
Customer Service Contact Information:
● Phone Number: 1-866-592-2226
● Website Support: Visit Meridian Contact Us.
3. Coast Capital Savings
Accessing Mortgage and Investment Statements via Online Banking:
1. Log In to Online Banking:
○ Visit Coast Capital Savings' website.
○ Click "Sign In" in the top-right corner.
○ Enter your Member Number and Password, then click "Sign In".
2. Navigate to Accounts:
○ Select your Mortgage or Investment account from the list.
○ Click on the "Statements/Documents" section in the account details.
3. Select Statement Period:
○ Choose the desired statement period from the available list.
4. Download the Statement:
○ Open the statement in PDF format.○ Use the download option to save it.
5. Log Out:
○ Click "Sign Out" to secure your account.
Accessing Mortgage and Investment Statements via Mobile App:
1. Open the App and Sign In:
○ Launch the Coast Capital Mobile app and sign in with your credentials.
2. Navigate to Accounts:
○ Tap on the Accounts tab and select your Mortgage or Investment account.
○ Look for the "Statements/Documents" section within the account details.
3. Select Statement Period:
○ Tap on the desired statement period to view the document.
4. Download the Statement:
○ Use the download or share icon to save the statement.
5. Log Out:
○ Tap "Sign Out" to complete your session securely.
Customer Service Contact Information:
● Phone Number: 1-888-517-7000
● Website Support: Visit Coast Capital Contact Us.
4. Servus Credit Union
Accessing Mortgage and Investment Statements via Online Banking:
1. Log In to Online Banking:
○ Visit Servus Credit Union's website.
○ Click "Sign In" in the top-right corner.
○ Enter your Username and Password, then click "Sign In".
2. Navigate to Accounts:
○ Select your Mortgage or Investment account from the dashboard.
○ Click on the "eStatements/Documents" section.
3. Select Statement Period:
○ Choose the desired statement period from the available list.
4. Download the Statement:
○ Open the statement in PDF format.
○ Use the download option to save it.
5. Log Out:
○ Click "Sign Out" to secure your session.
Accessing Mortgage and Investment Statements via Mobile App:5. YNCU
1. Open the App and Sign In:
○ Launch the Servus Mobile app and log in.
2. Navigate to Accounts:
○ Tap on the Accounts tab and select your Mortgage or Investment account.
○ Look for the "eStatements/Documents" section within the account details.
3. Select Statement Period:
○ Tap on the desired statement period to view the document.
4. Download the Statement:
○ Use the download or share icon to save the statement.
5. Log Out:
○ Tap "Sign Out" to complete your session securely.
Customer Service Contact Information:
● Phone Number: 1-877-378-8728
● Website Support: Visit Servus Contact Us.
● Log In to Online Banking:
○ Visit YNCU's website.
○ Click on the "Log In" button located at the top-right corner of the homepage.
○ Enter your Member Number and Password, then click "Log In" to access your
account.
● Navigate to e-Statements:
○ Once logged in, hover over the "My Accounts" tab in the main navigation menu.
○ From the dropdown menu, select "View e-Statements".
● Select Account and Statement Period:
○ On the e-Statements page, you'll see a list of your accounts.
○ Select your Mortgage or Investment account.
○ Choose the desired statement period (e.g., monthly, quarterly) from the available
options.
● View and Download the Statement:
○ Click on the statement link corresponding to the selected period to open it in PDF
format.
○ Use the download icon (usually depicted as a downward arrow) to save the
statement to your device.
● Log Out:
○ For security purposes, click the "Log Out" button at the top-right corner after
completing your session.
Accessing Mortgage and Investment Statements via YNCU Mobile App:
1. Open the App and Sign In:
○ Launch the YNCU Mobile Banking app on your smartphone or tablet.
○ Enter your Member Number and Password, then tap "Log In".2. Navigate to Accounts:
○ From the Home screen, tap on the "Accounts" tab to view a list of your
accounts.
○ Select your Mortgage or Investment account from the list.
3. Access e-Statements:
○ Within the account details, look for an option labeled "e-Statements" or
"Documents".
○ Tap on this option to view available statements.
4. Select Statement Period:
○ A list of available statements organized by date will appear.
○ Tap on the desired statement period to open it.
5. View and Download the Statement:
○ The statement will open as a PDF document within the app.
○ Tap the download or share icon (usually represented by an arrow or a share
symbol) to save the statement to your device or share it via email or other
applications.
6. Log Out:
○ To ensure your account's security, tap the "Menu" icon and select "Log Out"
after completing your session.
Customer Service Contact Information:
● Phone Number: 1-888-413-YNCU (9628)
● Email: [email protected]
● Website Support: Visit YNCU Contact Us for additional options like live chat or to find
the nearest branch.
