New Client Package
Welcome to ATB Securities Inc., a subsidiary of ATB Wealth.
Below are guides, publications and regulatory brochures to help you understand and manage your new investments.
If you have any questions about these materials, please contact your advisor or call 1-888-282-3863.
Guides and publications
View this guide for details on investment reporting and statements, confirmations, online account access, and tax reporting.
Learn how to get secure online access to your ATB Securities Inc. information—24 hours a day, seven days a week.
Read our quarterly report on saving and investing in Alberta and the effect of current economic factors.
In this publication, our private investment counselors and client advisors filter the noise and provide valuable advice and diverse expertise through short but insightful articles.
By reading this guide, you’ll discover tips on how to stay in the loop on important details about your investments—helping us maintain the best relationship possible!
Learn how to make a complaint if you believe your investment firm or advisor may have acted improperly or unethically.
Learn your options if you’ve suffered a financial loss because your investment advisor or firm acted improperly.
This brochure describes the arbitration process and claim limits offered by the Investment Industry Regulatory Organization of Canada (IIROC).
This piece details the coverage limits and recovery process in the event of the bankruptcy of a Canadian Investor Protection Fund (CIPF) member.
Fees associated with your account are outlined in this brochure.
ATB Financial’s Privacy brochure describes the collection and use of your personal information.
This document describes certain attributes of strip bonds and strip bond packages.
This booklet summarizes our policies for handling a client complaint, including responsibilities of each party, the investigation process and timelines.
ATB Investor Connect allows you to view your investment balances and statements online - anytime, anywhere. Get access to account information, including summaries, holdings and transactions, monthly and quarterly statements and tax slips and reduce the amount of mail coming to your home by opting-in for digital statements.