Video Walkthroughs

Not sure how to take the next step? Check out the video walkthroughs below.

1️⃣ Start an Application

2️⃣ How to Use Doc Portal

3️⃣ Bank Statements: How to Use E-Pull Feature

4️⃣ Bank Statements: Find Using Online Banking

5️⃣ Transaction History: Find Using Online Banking

6️⃣ T4, T4A, T4E and T4RIFF: Find Using CRA Portal

7️⃣ Notice of Assessment (NOA): Find Using CRA Portal

8️⃣ Statement of Account (SOA): Find Using CRA Portal

Start an Application

Go to Application

Using the Document Portal

Using the E-Pull Bank Statement Feature

How to Find Bank Statements Using Online Banking

Sample Bank Statement

How to Find a Transaction History Using Online Banking

How to Find Your T4s Using Your CRA Online Portal

How to Find Your Notice of Assessment (NOA) in Your CRA Online Portal

Sample Notice of Assessment (NOA)

How to Find Your Statement of Accounts (SOA) in Your CRA Online Portal

Sample Statement of Account (SOA)

Adam Stapley | Mortgage Broker

Integrity Tree Financial (Lic #12963)

[email protected]

416.435.7210