Simple, transparent pricing
Built for Canadian investors. No hidden fees.
Free
For the r/JustBuyXEQT investor
$0 / year
- 1 Portfolio
- Import & Export
- Exchange Rates
- Superficial Loss Detection
- Tax Factor Sync (1 Security)
Household
For the family investor
$29 / year
- 5 Portfolios
- Import & Export
- Exchange Rates
- Tax Factor Sync (Full Library)
- Superficial Loss Detection
- Schedule 3 & T1135 Report
- T3 Slip Validation
Professional
For accountants, tax preparers, and firms
$249 / year
- 5 Portfolios per Client
- All Household Features
- Practice Workspace
- Managed Client Portfolios
- Client Portal & Exports
Compare Plans
| Feature | Free | Household | Professional |
|---|---|---|---|
| Portfolios | 1 | 5 | 5 per client |
| Import & Export | |||
| Import Marketplace | |||
| Exchange Rates | |||
| Tax Factor Sync | 1 Security | Full Library | Full Library |
| Superficial Loss Detection | |||
| Multilingual (EN, FR, ES) | |||
| Schedule 3 Report | |||
| T3 Slip Validation | |||
| T1135 Report | |||
| Clients |
Tiered Pricing
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| Practice Workspace | |||
| Priority Support |
Frequently Asked Questions
Yes. Household and Professional include a 7-day free trial. A payment method is required at checkout, but you are not charged during the trial. If you aren't satisfied, cancel before the trial ends to avoid the subscription charge.
The CRA's superficial loss rule disallows a capital loss when you (or an affiliated person) repurchases the same security within 30 days before or after the sale. Affiliated persons include your spouse or common-law partner and corporations you control.
MyACB can only detect superficial losses within your own account. If an affiliated person makes a qualifying repurchase in their own account, that won't be visible to us. You'll need to account for those cases manually.
Tax Factor Sync fetches return of capital and reinvested capital gains distributions for your ETFs and mutual funds and adds them as transactions, keeping your ACB accurate without manual lookups.
The Import Marketplace is a library of community-submitted import schemas for Canadian brokers and platforms. Select your broker, and your column mapping, date format, and transaction type mappings are pre-filled. If yours isn't there yet, you can map it yourself and share it with others.
A practice workspace is your firm's central operating area in MyACB. It includes your team access controls, client roster, billing management, and the client portfolios your firm manages.
A client workspace is the dedicated area your firm manages for an individual client or household. It includes the client record, managed portfolios, and optional read-only client portal access, while your team handles imports, transaction review, tax preparation, and exports.