How to generate your realized capital gains or losses report in the My PEAK Online platform?
- Gestion privée Gagné Johnston
- May 2, 2024
- 1 min read
Updated: Mar 5
Go to the “My PEAK Online” portal website:
Enter your username and password. If you do not have an account, you can create your client account or simply contact us to create your access.
Once you have logged on to the portal, click on the “My documents” button in the left-hand menu:
A menu will appear on the right. Select “Realized capital gains or losses report”:
From the drop-down menu on the right (1), select the year or the period you are interested in, click on “Refresh” (2), then click on the “Save PDF” (3) button on the left to save the document:
Done.