mySkylineWealth Resources

Video training and high-level refresher videos and frequently asked questions (FAQs) all to help you navigate mySkylineWealth portal for the best experience.

Frequently Asked Questions

We’ve revamped our account layout and numbering structure. All accounts are now organized by account type (ex. TFSA, RRSP, Non-Registered, Joint, etc.); all investment products are now considered “holdings” within the specific account type. Additionally, all accounts have new accounts numbers. All your statements and accounts in mySkylineWealth will now reflect the new layout and numbering system.

At this time, you will only be able to see accounts that you are authorized on and are a part of (ex. joint or entity accounts). If an account is an individual account under someone else’s name, that account is only visible to that person. We’re hoping to offer universal household views soon; stay tuned!

Processed transactions will typically be posted to mySkylineWealth within a few business days of the Trade Date being finalized.

Skyline Commercial REIT trades and distributes on or around the 1st of each month, Skyline Apartment REIT and Skyline Retail REIT trade and distribute on or around the 15th of each month and Skyline Clean Energy Fund trades on or around the 20th of each month.

Beginning in mid-fall 2020, as statements are generated, we will deliver them to mySkylineWealth. All historical (old) statements will not be delivered to mySkylineWealth. If you need a historical statement, please get in touch with your Advisor or by emailing invest@skylinewealth.ca. You will need to opt in for electronic delivery of document to have your statements delivered to your mySkylineWealth, to do so see Q & A below.

[please note – you are able to view and filter all historical transactions within mySkylineWealth]

We’re so excited you’d like to help us reduce our carbon footprint; thank you! Please get in touch with your Advisor or by emailing invest@skylinewealth.ca and we’ll ensure you can begin receiving your statements electronically.

Please get in touch with your Advisor or invest@skylinewealth.ca and let us know; we’ll assist  you in getting a reset email to get back into mySkylineWealth in no time!

The Investor Resource Centre (IRC) is now housed within the mySkylineWealth portal. To access the IRC and related documents, login to the mySkylineWealth portal and begin navigating and reviewing all documents you’ve come to know and appreciate. You no longer need an IRC specific login – it’s all housed within mySkylineWealth.

You can access the IRC within mySkylineWealth by clicking on the “Resource Centre” icon:

mySkylineWealth - Resource Centre Logo

Multiple redemption or transfer transactions occurring on the same date within the same account are due to internal accounting procedures. The sum of these transactions provides you with the total number of units transferred or redeemed.

All line items under “Securities Holdings” are shown as the current market value, not the historical or book value as of the time of transaction.

The information provided within is for general information purposes only, and does not constitute an offer of, or solicitation for, the purchase and sale of any securities, or advice under any circumstances. Skyline Wealth Management Inc. (“Skyline Wealth”) is an Exempt Market Dealer registered in the provinces of Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Québec, and Saskatchewan. Some of the investment products offered by Skyline Wealth are from related issuers. A full list of issuers related to Skyline Wealth and details of the relationship between them is available upon request. Information provided herein is current as at the date of publication and Skyline Wealth does not undertake to advise the reader of any changes.