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What information do I need when I apply for Neo Invest?

  • Updated

When it comes to applying for a Neo Invest account, we’ll need the following information:

Tax Information and Social Insurance Number

Your social insurance number is a requirement by the Canada Revenue Agency (CRA) to comply with all the tax laws.

Income and Debt

We ask some questions about your income and debt as well. It helps us build the most comprehensive and effective portfolio that we can for you!

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