Acquiring Statements or T Slips: Essential Tax Documents for Your Filing

For tax filing purposes, you may need to obtain your investment statements or T Slips, which include details of your investment income and transactions. Different financial institutions have different retrieval methods. Please follow the instructions below to access your documents:

Mailed Statements:

Some institutions will send the statements directly to you by mail.

• B2B Bank – Mailed directly to clients
• iA Trust Statement – Mailed directly to clients
• Manulife Bank – Mailed directly to clients

Request by Phone:

• National Bank – Clients must call the bank to request their statement.
  https://www.nbc.ca/contact-us.html

Download Online:

For other institutions, please log in to their official websites to download the statements:

• iA
• Canada Life
• Manulife
• Equitable Life