Portfolio Reporting

Achieve, measure and communicate

Twice a year, our clients receive a clear, meaningful and consolidated picture of how their investment portfolio performed. Annually your actual rate of return (net change in market value, after fees) is shown in both dollars and percentage of return. This complete evaluation is sent by mail (or electronically, upon request). Your WDS Investment Summary Report includes: net cash inflows/outflows; market prices and book values; estimated projected incomes of all securities; investing activity during the period; and commentary on the trend of key economic indicators.

Direct from TD Waterhouse, our clients also receive:

• Monthly account statements and transactions during the period (or quarterly if there is no activity to report).
• Trade confirmation for the transactions in your account.
• Annual consolidated tax reporting information.

TD Waterhouse's eServices allows you to access your account statements, trade confirmations and tax documents online.

A guide to the big picture

Twice a year, we produce WDS Investment Perspectives, a publication of information, reflections and views about the economic environment, trends and the investment climate.