CIBC Investor’s Edge tax reporting, explained

CIBC Investor’s Edge provides tax documents and statements through CIBC online banking, with transaction history you can download. For non-registered accounts you’ll generally receive a T5008 covering your dispositions, along with T3 and T5 slips for distributions and dividends. Trades inside a TFSA or RRSP aren’t reported and aren’t taxable.

Like every broker, CIBC Investor’s Edge can only compute cost base from activity it sees in your CIBC Investor’s Edge accounts. If you transferred shares in, hold the same security at another broker, reinvested distributions, or received equity-comp shares, its cost figure can be partial or blank — while the proceeds are usually reliable.

As with any bank-owned brokerage, the book value shown at Investor’s Edge is account-specific — transfers in and holdings elsewhere aren’t reflected, so reconcile before relying on it.

Export your CIBC Investor’s Edge activity (transactions and slips), then build a pooled cost base across all your accounts and brokers — applying reinvested distributions, return of capital, FX on US trades, and any corporate actions. That reconciled ACB, not the raw slip, is what belongs on your Schedule 3.