How To Get Rrsp Statement Cibc

how to get rrsp statement cibc

How to Get Your RRSP Statement with CIBC: A Comprehensive Guide

Managing your Registered Retirement Savings Plan (RRSP) is an essential part of financial planning, and being able to access your statements promptly and securely is vital. With CIBC, accessing your RRSP statement can be done in various ways tailored to your preferences and needs. This article will walk you through how to retrieve your CIBC RRSP statement via online banking, the mobile app, and customer service.

Online Banking

Online banking is a simple and convenient way to obtain your RRSP statement. It provides you with 24/7 access to your accounts. Here's how to do it:

  • Visit the CIBC homepage and click on 'Sign On' at the top right corner of the page.
  • Enter your card number and password then select 'Sign On'.
  • From your 'My Accounts' page, select your RRSP account.
  • Click 'View eStatements' at the bottom of the page.
  • Select the time period for your desired statement and download as a PDF.

Remember, registering for paperless eStatements not only helps you access your statements anytime, but it also aids in protecting the environment by reducing paper usage.

Mobile App

With the rise in digital banking, mobile apps, such as the CIBC Mobile Banking App, provide you with quick and secure access to your financial information. Follow the steps below to access your RRSP statement:

  • Open the CIBC Mobile Banking App on your device.
  • Enter your card number and password, then tap on 'Sign On'.
  • Select your RRSP under 'Accounts'.
  • Under the 'Documents' section, select the month of the RRSP statement you wish to access.
  • You’ll be able to view or download the document directly onto your device.

If you're an iPhone user, keep in mind that your phone has to be iOS 9.0 or later to access this feature. Android users need version 5.0 and up.

Customer Service

If you're more comfortable speaking to a person, or if you're having technical difficulties, CIBC’s customer service is another avenue to access your RRSP statement.

  • Call CIBC customer service at 1-800-465-2422.
  • For telephone banking, follow the prompts to log into your account.
  • Once connected with a representative, request your RRSP statement.
  • This could be emailed to you or sent in the mail depending on your preference.

To facilitate this process, have your client card number and telephone banking password on hand.

In conclusion, CIBC makes it easy for customers to access their RRSP statements. Whether via the online banking platform, the mobile app, or called customer service line, taking control of your retirement savings plan is just a few clicks away.