Downloading Bank Transactions to CSV

Please remember to choose the correct dates based on your year end!

Instructions links are below to view step by step instructions on how to download your bank transactions from your corporate bank account for us to complete your year end.

CIBC 

RBC  (must be done every 3 months)

TD:

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Downloading to a Spreadsheet* (CSV)

  1. Scroll down to the bottom of the ‘My Accounts’ (checkmark the account you wish to download under the “Download” column) or Account Activity page.
  2. From the drop-down menu next to the words Download to: select Spreadsheet (CSV).
  3. A pop-up window will display asking you what you would like to do with the file about to be downloaded.  The options in Internet Explorer are Open or Save file to disk.  In Netscape Navigator the options are PICK APP (application to open with) and Save .
  4. Select Save to Disk another window will open and provide you with the opportunity to specify where you would like the file to be saved.  It is important to be able to recall where this file was stored, so you may wish to write this location down.  You MUST also rename the file with an extension of .csv so that most major spreadsheet programs can read it.
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CDIC: Best Way to Protect Your Cash in Canada (English)

Is your money protected by the CDIC? Keep reading below to find out how to keep your hard earned money safe.

Tiền của bạn có được bảo vệ vởi CDIC không? Hãy đọc để tìm hiểu làm thế nào để gởi tiền của bạn cho an toàn. Vietnamese posting here.


The CDIC insures eligible deposits in banks, trust companies, and loan companies against loss in case of member failure, BUT only to a maximum of $100,000 (principal and interest) per depositor, per category listed below:

  1. In one name: Savings/Chequing Accounts/Term Deposits (GICs) with original terms to maturity of 5 years or less
  2. In more than one name: Savings/Chequing Accounts/Term Deposits (GICs) with original terms to maturity of 5 years or less
  3. In Trust: Savings/Chequing Accounts/Term Deposits (GICs) with original terms to maturity of 5 years or less
  4. In RRSPs: Eligible deposits Savings Accounts/Term Deposits (GICs) with original terms to maturity of 5 years or less
  5. In RRIFs: Eligible deposits Savings Accounts/Term Deposits (GICs) with original terms to maturity of 5 years or less
  6. In TFSAs: Eligible deposits Savings Accounts/Term Deposits (GICs) with original terms to maturity of 5 years or less
  7. Eligible deposits for realty taxes on mortgages: Savings Accounts/Chequing Accounts/Term Deposits (GICs) with original terms to maturity of 5 years or less

Uninsured products include:

  1. mutual funds, stocks, and bonds,
  2. Term Deposits (GICs) with original terms to maturity of 5 years +
  3. foreign currency deposits

The CDIC has a nice infographic here which lists the remainder of the uninsured products.

Please use their online calculator to make sure your hard earned money is protected! Or contact the CDIC.