RE:RE:The way this trades I just downloaded my T5008 trading summary from my broker for the accounts i trade in and seems they have done a much better job in summarizing the trades by company. Leaves me a lot less work to do.
I am certainly paying for that service with the commissions I pay.
I wonder if anyone here uses a broker like Wealth Simple and how satisfied they are with their documents for tax purposes.
I find the advanced dashboard from TD an excellent tool with many options including the good reporting.