Investment tax slips are issued annually. We’ll send an email when your tax slips are available.
How to find your Neo Invest™ tax slips
Neo app
- Log in to the Neo app on your mobile device
- Tap the Invest box
- Tap the three dots for more options
- Select Tax forms and fees
- Select the account type
- Tap the tax slip to open or download the document
Web
- Go to member.neofinancial.com and log in to your account
- Select Invest from the side menu
- Select the three dots on the top right
- Click on Tax forms and fees
- Tap the tax slip to open or download the document
You may also receive a T5 slip if you have a Neo Money™ account. Here’s how to find T5 slips for the Neo Money™ account.
About investment tax slips
T5
A T5 tax slip is provided if you have a personal investment account and have earned more than $50 in interest.
T4RSP
A T4RSP slip is provided if you have an RRSP investment account. Is shows how much money was withdrawn or received from your RRSPs. It also shows how much tax was deducted.