Any one with a client that uses Questrade? My client is telling me that he can’t find a report that provides the information needed to complete T1135 (maximum funds held during year and funds held at year end)
I use QT and that stuff is a real pain with them. Their CS is no help.
I couldn’t find a report for this either. To get high balances for my FBAR, I pull up the account in January, choose 1 year to display on the graph, hover over the high point during the year (which shows the balance and date above the chart), and take a screen shot of the whole page.
Since it’s too late in the year for the 1 year display to be accurate, they can choose since inception option.
Thanks for your reply