Please 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. We invite you to 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



Note: For other plan types, fund companies themselves produce these documents.

For 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.