Digital banking help
eStatements & T5 slips
Summary
Digital delivery is a free and environmentally friendly alternative to paper documents and statements.
Fees
There's no fee for digital delivery of your monthly statements and T5 slips
Benefits
- It's free. eStatements and digital T5 slips are free.
- It's convenient. Access your current and past documents anytime from your computer or laptop. We'll even send you an email to let you know when the document is ready for viewing in digital banking.
- It's secure. Your documents are securely held in digital banking. Only you can sign in to access your information.
- It's space-saving. There's no need for you to file and store piles of paper any longer. Your documents are securely saved and accessible for seven years.
Opt into digital document delivery for eStatements and T5 slips
How to do it
- Sign in to digital banking
- From the menu, select Settings then Document Delivery
- Specify which memberships you would like to opt into digital delivery
- Select whether or not you would like to receive email notification when your documents are ready
- Select Continue, review the details and select Confirm
What to expect
- You’ll receive your first eStatement on the next statement cycle
- If you’re eligible for a T5 tax slip (you earn interest totaling $50 or more on non-registered funds in a membership), you will receive it annually around the second week of February
- Depending on when you opted in to digital delivery, you may receive one final paper statement for your statement and/or T5 tax slip
Where it appears
Your eStatements and T5 tax slips will be available in digital banking under Account Overview.
Ready to go?
Sign in through this button to go directly to the Document Delivery page.
FAQs
Anyone who earns interest totaling $50 or more on non-registered funds per membership will receive a T5 slip.
When you sign up for digital delivery, you will have the option to receive an email notification letting you know your statement and/or T5 slip is ready to view.
No, digital delivery will replace your paper monthly statements and T5 slips.
To switch your Worldsource mutual fund statements, log in to Worldsource View and follow the prompts.
Link for Worldsource view: https://coast.worldsourcefinancial.com/
View and download eStatements and/or T5 slips
How to do it
- Sign in to digital banking
- From the menu, select Account Overview, then eStatements & T5 slips
- Select Download next to the document you want to download
Downloads will be saved to the device you're using. If you're on a shared device, delete saved files and clear all temporary internet files once you're done.