How Clients Can Access Tax Slips
Tax slips must be accessed using a web browser (not the mobile app):
Log into your dashboard via web browser
Click Documents
Select Tax Documents
If accounts held at Aviso (Account Starts with a 5)
Receive tax slips by mail, or
Access them through their Aviso online account (if previously registered)
If neither applies, we upload tax slips to the portal once received from Aviso.
Tax slips uploaded to our portal can be accessed via:
Log in through a web browser
Click Documents
Select Tax Documents
For Advisors
Advisors can access client tax slips through their dashboard:
Search and select the client’s profile
Scroll down to the Documents section
Use the dropdown menu to filter by account or view all accounts
Contribution slips and tax documents will appear in the Documents section once uploaded.
If a document is not yet visible, it has not yet been released to us by the custodian.