Orbit MortgagesBack to Resources
DOWN PAYMENT & ASSETS

Investment Statements

Select an account type below to view each approved statement sample individually.

Key information to verify
  • Account holder
  • Institution
  • Account / plan type
  • Statement period
  • Account number
  • Current / market value
  • Holdings or investment details
Investment documents can look very different depending on the institution and account type. Use the tabs to compare the common formats.
CIBC Investment AccountInvestment account statement showing account summary, holdings, market values and recent activity.
CIBC investment account statement sample
TD GIC / Term InvestmentTerm investment statement showing product, principal, issue/maturity dates, rate and current value.
TD GIC term investment statement sample
TD First Home Savings Account (FHSA)Registered account statement showing contributions, holdings, account value and activity.
TD FHSA statement sample
RBC RRSP Investment AccountRRSP statement showing registered plan details, asset mix, holdings, market value and activity.
RBC RRSP investment statement sample

Samples are provided for document-identification and reference purposes. Requirements and document appearance may vary by institution, account type, lender or transaction.

← Back to Resources