We invite you to refer to the progress chart below for the latest information on the delivery status of tax slips, contribution receipts and fee-based invoices for Investia nominee accounts. Please refer to the table below before contacting Client Services to inquire about the transmission status of any of these documents.
Progress chart – regularly updated in The 360
| Federal | Quebec | Complementary information | Documents sent on |
| Contribution receipts | New contributions and automatic withdrawal programs for the period from March 2 to December 31, 2024 | January 24, 2025 | |
| Contribution receipts | Contributions and preauthorized chequing plans for the first 60 days of 2025: January 1 to 31, 2025 and February 1 to 15, 2025 |
February 19, 2025 | |
| T4 RSP | RL-2 - RRSP | February 18, 2025 | |
| T4 RIF | RL-2 - RRIF | February 18, 2025 | |
| T5 | RL-3 | For interest on GICs held exclusively in non-registered nominee accounts | February 18, 2025 |
| T5008 | RL-18 | For distributions on ETFs held exclusively in non-registered nominee accounts | February 19, 2025 |
| INVOICES – Fee-based accounts | For fee-based funds held exclusively in non-registered nominee accounts | January 24, 2025 | |
| T3 | RL-16 | For ETFs held exclusively in non-registered nominee accounts | Upcoming |
| NR4 | For non-resident Canadian clients | Upcoming | |
Note: For other plan types, fund companies themselves produce these documents.
Stay tuned for upcoming updates via The 360.
Should you have any questions, please contact our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548, or use the chatbot feature available on the Advisor Centre.