How to register for Investor Connect from ATB.com
Learn how investors with ATB Wealth can register for Investor Connect to view their transaction history, holdings, tax slips and statements.
- Ensure your ATB Securities Inc. Account Number is at hand.
- From ATB.com, click “Sign in” in the top right of the screen.
- On the sign in screen, look for Investor Connect and click "Log in".
- Alternatively, visit atbinvestorconnect.com to log in.
- In the "New to Investor Connect?" box on the right, enter your email address.
- Enter the characters displayed into the Captcha box (above “I’m not a robot...”).
- If the characters displayed in the image are unclear, click the "Generate New Image" link just below
- Click "Register".
- Check the email address you entered in Step 4 for a confirmation email.
- Click the confirm your account link in the email to return to ATB Investor Connect. (If you don’t confirm your email address within two hours, you’ll need to start over.)
- The email will take you to the ATB Investor Connect Security Information screen. Under Login Credentials, create a password and enter it twice.
- Select your security questions from the available drop-down menus. Enter your related answers.
- Click "Continue".
- On the Personal Information screen, enter the last three digits of your Social Insurance Number, your ATB Securities Inc. Account Number, date of birth and postal code.
- Click "Continue".
- On the Communications Preferences screen, under Document Types, select how you wish to receive your statements. (You can reduce your environmental impact by selecting email or online notifications.)
- Click "Save" to complete your registration.