Neo Financial

Review the revised customer agreements and policy changes effective June 2025 to stay informed about your account terms.

Update to the agreements for the Neo Savings account (March 2026)

Find where to download your T5 taxslips for your Neo Money accounts.

Tax slips for Neo accounts

Find your annual investment tax slips and management fee summaries for your personal tax records.

Find tax slips and fee statements for your Neo Invest account

Understand how you will be notified about your tax slip.

When your T5 slip will be available

Request a correction if you find discrepancies in your tax documents issued by Neo Financial.

Report an error on tax slips

Learn how to understand your T5 slip and report interest income on your annual tax return.

Understand your T5

Learn how to review and update your profile information for your managed portfolio.

Annual investing information update

There'll no longer be fees for additional cards for the Neo Mastercard or Neo World Mastercard®.

Changes to the fees for additional cards (Neo Mastercard and Neo World Mastercard)

Access your important documents, including tax forms, for your Money and Neo Invest™ accounts.

Tax forms and documents

Legal

Avis juridiques

Privacy Policy

Confidentialité

Terms & Conditions

Conditions

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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