TABLE OF CONTENTS ABOUT INVESTORTRAX 3 NAVIGATION BAR 4 ACCOUNT SEARCH (HOMEPAGE) 4 ACCOUNT DETAILS 5-10 TRANSACTIONS 11 INVESTMENTS 12
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2 TABLE OF CONTENTS ABOUT INVESTORTRAX 3 NAVIGATION BAR 4 ACCOUNT SEARCH (HOMEPAGE) 4 ACCOUNT DETAILS 5-10 TRANSACTIONS 11 INVESTMENTS 12 STATEMENTS/ REPORTS/ TAX INFORMATION 13 INVESTORTRAX FAQ
3 ABOUT INVESTORTRAX InvestorTrax provides online access to your accounts with Sun Life Global Investments (Canada) Inc. Access InvestorTrax to view your account balance, account details, tax slips, statements, transactions, investments, and more! HOW TO ACCESS Visit and select Client Sign In from the Sign In drop down menu or the Client Sign In button. Both are located on the Sun Life Global Investments public homepage In the Access ID field, enter your ID. In the Password field, type your password. 2. Select Sign In to access the InvestorTrax landing page If you are a first-time user, select Register now for online access and follow the instructions. If you have any questions or need assistance, call our Client Service department at From the InvestorTrax landing page, you can select Access InvestorTrax or View My Account to enter. The landing page also provides helpful information on updating your access profile, a survey to provide feedback on your experience, and links to articles and resources found on the Sun Life Global Investments website. 3
4 NAVIGATION BAR The navigation bar can be accessed from any page within InvestorTrax and will help you easily locate your investment account details. Refer to the next sections for a detailed breakdown of each page. ACCOUNT SEARCH (HOMEPAGE) When you first enter into InvestorTrax, you will be taken to the Account Search page Navigation Bar 2. Account List View your account details by selecting any of your accounts within the Account List 3. Export/Print Export data to Excel, export data to PDF, to print data. 4. Portfolio Chart View your account summary. Switch between pie or bar chart views. 5. Log Out 4
5 ACCOUNT DETAILS Once you select an account on the Account Search page you will be taken to the Account Details page More Information menu: This menu functions the same as the navigation bar, however, it is focused specifically on providing additional details for the current account selected Select your account from the Account Search page to view the More Information menu The Account Search option within the menu will always bring you back to the Account Search page (homepage) 2. Account Details tabs: You can view various details about your account by clicking on the tabs across the top 5
6 MARKET VALUE TAB The Market Value tab allows you to create a chart that represents your account's market value for a specific time period. DESIGNEE TAB The Designee tab shows any applicable spousal and/or beneficiary details for your registered account types. 6
7 DETAILS TAB The Details tab shows an overview of your account based on the account type. Cash accounts o Details are shown by fund and include unit balances, average unit price, average cost and percentage average cost Registered plans o Details include contribution breakdowns, transfers in/out and distribution amounts received SYSTEMATIC PLANS TAB The Systematic Plans tab provides details about the Automatic Withdrawal (AWD), Pre-Authorized Chequing (PAC) and Dollar Cost Averaging (DCA) that have been set up on the account. This includes details such as frequency, next payment date, and banking information. The DCA Additional Tax section is populated if the source account is a registered plan where the withdrawal of funds from the account is considered a deregistration of funds from the account. Note: If your account does not have a systematic plan then the tab will not be accessible. 7
8 UNIT HOLDINGS TAB The Unit Holdings tab displays specific information about the Free and Assigned units for each fund. The Maturity Dates button, when expanded, displays the maturity dates for all Deferred Sales Charge and Low Load Sales Charge fund purchases. RETURN OF CAPITAL TAB The Return of Capital tab displays any distribution of capital outlining the following information: payment date, gross amount, rate and net taxable amount. 8
9 RATE OF RETURN TAB The Rate of Return tab provides account and fund level rate of return information, based on last performance value. From each tab (Account ROR, Fund ROR and Custom ROR) you can select specific funds, dates, or date ranges to perform detailed ROR calculations. Account ROR Fund ROR Custom ROR DISTRIBUTIONS TAB The Distributions tab includes detailed information about income and capital gains. You can search and filter by Fund, Distribution Type, Income, Capital Gains and Payment Type. To view more details, select the Income, Capital Gains and Interest Details button. 9
10 REDEMPTION CALCULATOR TAB The Redemption Calculator assists you in performing hypothetical calculations to determine the amount that needs to be withdrawn after applicable taxes and fees. Using the Redemption Calculator, you will be able to calculate the following: 1. 10% Free - number of 10% free units available for each fund 2. Matured Units - number of matured units for each fund 3. Total Free Units - number of total free units for each fund 4. Total Units - number of units, gross amount, DSC amount, ERF amount, withholding tax, and net amount for the fund 5. Gross Amount the calculation for the gross dollar amount, including the number of units required, DSC amount, ERF amount, withholding tax amount, and net amount after all deductions 6. Net Amount by entering the net amount, the calculator will determine the number of units required, DSC amount, ERF amount, withholding tax amount, and gross amount needed to achieve the net amount To complete a calculation follow the steps listed Select a Calculation Option, either Standard or Automatic Withdrawal 2. From the Redemption Type menu list, select the type of redemption Depending on the account type selected, various options will appear 3. Select Submit 4. In the Redemption Calculator Summary table: Select the check box for the applicable fund(s) For all funds, select the All Funds check box 5. From the Redemption Option drop down menu, select an option If you select Number of Units, Gross Amount or Net Amount, use the bottom scroll bar to scroll to the right and in the corresponding field input the amount 6. Select Calculate 10
11 TRANSACTIONS The Transactions page can be accessed from the navigation bar or the More Information menu after you have selected an account. There are three tabs available on this page to view specific information outlined below Transaction Summary tab Displays transactions by transaction type for a specific time frame Defaulted to Month To Date 2. Transaction Code tab Displays descriptions for transaction type and transaction status codes 3. Transfers tab Displays the status of registered plan transfers Can be viewed under the following statuses: - Outstanding - Closed - Cancelled 11
12 INVESTMENTS The Investments page can be accessed from the navigation bar or the More Information menu after you have selected an account Summary as of Date: This table shows fund details based on the latest closing price. 2. Investment Details as of Date section displays the following tabs: Return of Capital, Rate of Return, Market Value Analysis, Distributions, Free Units, Assigned Units Below is a detailed explanation of each tab Return of Capital tab: Shows the gross amount, rate, YTD amount and net taxable amount for the funds To view a specific date range, use the From Date and To Date fields to enter a date and select Search Rate of Return tab: Shows approximate rates of return for custom periods To calculate a Rate of Return (ROR): o Select the In the Select date to perform ROR Calculation field and from the calendar, select a date. o Select Calculate. The Rate of Return Chart Market Value Analysis tab: Shows the market value of your investments To create a market value analysis chart for a specific date range, use the From Date and To Date fields to enter the dates and select Create Chart Distribution tab: Detailed information about income and capital gains You can search and filter by Fund, Distribution Type, Income, Capital Gains and Payment Type Free Units tab: Displays free unit amounts sorted by fund number Pending transactions are not included in the calculation of free units To view maturity dates for each fund, select the Maturity Dates button to expand the view Assigned Units tab: Displays units that are held by a third party (ie. a financial institution such as a bank or trust company) 12
13 STATEMENTS/REPORTS/TAX INFORMATION The Statements/Reports/Tax Information page can be accessed from the navigation bar or the More Information menu after you have selected an account Navigating through Statements/Reports/Tax Information: 1. Statements This tab allows you to create a statement for a specific date range In this tab you can access account statements, trade confirmation(s), and tax slips 2. Generate Gain/Loss Report This tab allows you to create a gain/loss report for a specific date range 3. Historical Documents This tab is where you can find copies of account statements, trade confirmation(s), and tax slips that were issued on the account You can download PDF versions of these documents to your computer 4. Tax Forms Under this tab you can view the Historical Tax Forms chart PDF copies of your historical tax forms are available for download within this section 13
14 INVESTORTRAX FAQ 1. Where can I view the list of accounts that I have with SLGI? On the Account Search page (homepage), all of your accounts and connected accounts can be viewed under the Account List section. Please refer to page 4 for more information on the Account Search page. 2. How do I start a new account search? There are several quick ways to start a new account search. 1. Navigation bar From the navigation bar located at the top of the page, select Account Search You will be taken to the Account Search page (homepage) and can view the list of your accounts under the Account List. 2. More Information menu From the More Information menu select Account Search This menu can be accessed from the following pages: Account Details, Investments, Transactions, Statements/Reports/Tax Information 14
15 3. Search option The Search option is available on the following pages: Account Details, Investments, Transactions, Statements/Reports/Tax Information Located at the top of each page, you are able to search for your accounts using the Account number drop down menu 3. How do I obtain a copy of my account statements? You can obtain a copy of your account statements by going to the Historical Documents tab located under the Statements/Reports/Tax Information option. To create a statement for a specific time period select the Statements tab. Refer to page 13 for additional information. 4. How do I view my account performance? You can view how your account is performing by going to the Account Details page and selecting the Rate of Return tab. From here you can choose between Account ROR, Fund ROR, and Custom ROR. 15
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