Please see the timelines and dates below provided by our custodian partners. They would be expected on your dashboard a few days after the posted dates and we will update if we are provided more concrete dates.
Accounts Held at CI Investment Services Inc. (account number starts with a 1).
Late March
RRSP (First 60 Days of 2025) - Contributions from Jan 1st, 2025 to March 3rd 2025.
T3 - Summary of Trust Income
T5013 - Statement of Partnership Income
NR4 - Non-residents of Canada.
Already Uploaded to Dashboard
Please let us know if you do not have this uploaded but are expecting one.
T5 - Dividends, interest and foreign income.
T5008 and Trading Summary - Realized Gains and Losses
T4RSP / T4RIF / T4A / T4FHSA - Withdrawals from Registered Accounts
RRSP - Summary of RRSP Contributions from March to December 2024.
Accounts Held at Aviso Financial Inc. (account number starts with a 5)
Late March
RRSP (First 60 Days of 2025) - Contributions from Jan 1st, 2025 to March 3rd 2025. *Batches come out weekly depending on contribution date with the final batch targeted for March 25th. Deposits done after Feb 24th are not out yet.
NR4 - Non-Residents of Canada.
T5013 - Statement of Partnership Income
T3 - Summary of Trust Income
Already Uploaded to Dashboard
Please let us know if you do not have this uploaded but are expecting one.
T5 - Dividends, interest and foreign income.
T5008 and Trading Summary - Realized Gains and Losses
T4RSP / T4RIF / T4A / T4FHSA - Withdrawals from Registered Accounts
RRSP - Summary of RRSP Contributions from March to December 2024.