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Find your Neo Invest™️ tax slips

  • Updated

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
  • Select the Invest option at the top of the page to see your account 
  • Scroll down, then tap Tax forms & fees
  • Tap Personal tax forms to open or download the document

Web

  • Go to member.neofinancial.com and log in to your account
  • Select Investments from the side menu
  • Scroll down, then tap Tax forms & fees tab
  • Click on Personal tax forms to open or download the document

You may also receive a T5 slip if you have a Money account. Here’s how to find T5 slips for the Money account.

About investment tax slips

T5

A T5 tax slip is provided if you have a personal investment account and have earned interest. 

T4RSP

A T4RSP slip is provided if you have an RRSP investment account. It shows how much money was withdrawn or received from your RRSPs. It also shows how much tax was deducted.

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