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Email this6:51 am
March 14, 2024
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All of my other FI's have provided a statement for March. And yes, I do a monthly consolidated statement of affairs that my wife and I discuss every month end. But still good old and useless Hubert still hasn't provided a March statement.
8:07 am
October 13, 2023
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Still a couple of days to go.
But I'm curious as to what information that might be on a monthly statement that is not available on each account information or transaction pages? If the month end conversation is time sensitive then I'd be gathering the info from those pages so as to not interfere with family business.
As an aside, I note Questrade has not posted my March statements either and they advise "Monthly statements are provided by Questrade, Inc. and are posted here around the 15th day of each month." TDDI is posted already. Seems like there are variances in different institutions.
8:14 am
January 12, 2019
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MDJ said
All of my other FI's have provided a statement for March. And yes, I do a monthly consolidated statement of affairs that my wife and I discuss every month end. But still good 'NEW' and useless Hubert still hasn't provided a March statement.
- There ⬆ ... I fixed it for you.
The Good 'Old' Hubert is Looong Gone. 
Your Beef is now with Access CU.
- Dean
" Live Long, Healthy ... And Prosper! "
10:39 am
January 3, 2009
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I checked and saw I have a March statement for Hubert. So maybe yours is there now.
11:26 am
October 27, 2013
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Case1030 said
As an aside, I note Questrade has not posted my March statements either and they advise "Monthly statements are provided by Questrade, Inc. and are posted here around the 15th day of each month." TDDI is posted already. Seems like there are variances in different institutions.
They all vary to some degree. From the 3 brokerages we use, BMO Investorline, Scotia iTrade and RBC Direct Investing, they generally vary from about Day 3 to Day 7 of the following month with iTrade generally being first. Year end can be different due to additional gathering and reporting of Annual Performance Reports that are part of, or in addition to, the December statements.
11:29 am
October 21, 2013
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If you are willing to get upset about a few days' wait for a statement from Hubert, you haven't dealt with WealthOne, Meridian, or several other FIs I could name.
W1 takes the better part of a month to come out with a monthly statement; Meridian only issues them every 3 months; and others only do every so many months.
Just use the Transactions pages if you are in a hurry.
11:52 am
January 12, 2019
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phrank said
I checked and saw I have a March statement for Hubert. So maybe yours is there now.
- Ditto ⬆
And what Loonie said (Post #6) ... it could be a LOT worse❗ LOL 
- Dean
" Live Long, Healthy ... And Prosper! "
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