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Find tax slips and fee statements for your Neo Invest account

  • Updated

You can view or download the tax slips (T5 or T4RSP forms) and fee statements for your Neo Invest™ account from the Neo app or website. Go to Invest, scroll down, and select Tax forms & fees to find tax slips and fee reports.

If you have earned at least $50 in interest on your personal investment account during the tax year, you’ll receive an email that your tax slips are available.

How to find tax slips for your Neo Invest™ account

To find tax slips and fee statements, go to the Invest and select Tax forms & fees to view and download your tax slips (T5 or T4RSP forms) and fee statements. If you earn less than $50 in interest on your personal investment account during the tax year, you may only receive a fee statement.

Neo app

  1. Log in to the Neo app
  2. In the Accounts, select Invest
  3. Scroll down and tap Tax forms & fees

Web

  1. Log in to member.neofinancial.com
  2. Click on Investments from the left-side menu
  3. Scroll down and click on Tax forms & fees

If you have Neo Money™ accounts, including Neo Everyday accounts and Neo High-Interest Savings accounts, you may also receive T5 form if you have earned at least $50 in interest. View or download T5 forms.

Do you need to report interest gains to CRA?

You may need to report interest gains (found on the T5 or T4RSP) to the CRA (Canada Revenue Agency). Consult a tax professional for your tax implications.

What tax slips would you get from Neo?

You may receive a T5 or T4RSP forms (tax slips) from Neo depending on the type of Neo Invest™ account (personal or RRSP investment account).

If you have a personal investment account

You’ll receive a T5 form (tax slip) if you have a personal investment account and have earned at least $50 interest on your investment during the tax year.

If you notice an error on your T5 form, chat with us.

If you have an RRSP investment account

You’ll receive a T4RSP form (tax slip) if you have an RRSP investment account. The T4RSP form will show the amounts withdrawn and received in the RRSP investment account.

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