Your profile
Manage your profile, access important documents, and keep your account secure.
63 articles
Apply for a personal loan
Eligibility requirements for the Neo products
Get a credit card from Neo
Get a secured credit card
Get the Neo Everyday account
Get the Neo Money card
Sign up for a Neo Invest account
Application or account information review
What information do I need when I apply for Neo Invest?
Why weren't you approved for the Neo product?
Valid ID types
Verify your identity
Alternative identity verification for Quebec customers
Verification requirements for new applications
Tips to verify your identity
Tips to taking a good selfie
Get the Neo Chequing account
Change your personal information
Update your name or date of birth
Update your SIN and tax information
Can't log in to your Neo account?
Verify your devices
Edit your notification preferences
Edit your preferences for reminders and alerts
Transfer limits and spending limits
How Neo manages your account data
What to do if an account holder passes away?
How to contact Neo Financial
Close your account
Update to the agreements for the Neo Savings account (March 2026)
Tax slips for Neo accounts
Find tax slips and fee statements for your Neo Invest account
When your T5 slip will be available
Report an error on tax slips
Understand your T5
Annual investing information update
Changes to the fees for additional cards (Neo Mastercard and Neo World Mastercard)
Tap limits were increased to $400
2026 Emergency Fund Challenge: Save to win $10,000
Change to the Neo High-Interest Savings account interest rate (December 2025)
Changes to account numbers for the Neo Everyday and Neo High-Interest Savings accounts (September 2025)
Updates to agreements and policies (June 2025)
Update on the 2025 Canada Post service disruption
Neo Privacy Policy Update (August 1, 2024)
Changes to the Neo High-Interest Savings Account Agreement and Disclosure Statement (August 2024)
Updates to the Neo Rewards Policy (August 2024)
Updates to our bill pay service
Spring updates to credit accounts (April 2024)
Changes to your Cathay World Elite® Mastercard Cardholder Agreement (April 2024)
Changes to the Neo Financial Mastercard Disclosure Statement, Rate & Fee Schedule (July 2024)
Updates to the Neo Rewards Policy (March 2024)
Updates to agreements and policies (Quebec only)
Updates to agreements and policies (except Quebec)
What's changing with our chat
Neo Help Centre has moved
Updates to the Neo Privacy Policy (July 2026)
Changes to the Neo World Elite Mastercard and Neo World Mastercard (June 2026)