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What is the year-end account report and what information does the report include?

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Each January, you’ll get a year-end account report for each of your investment accounts. The report has information about how your account is performing, plus our fees associated with it. It includes details about your account’s market value changes, your account performance, and the fees you and others paid in connection with your account.


† Simplii Financial personal banking services are provided by the direct banking division of CIBC. Banking services not available in Quebec.
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