Registered users of our Client Accounts section can access duplicate tax slips online by following the steps below. To request tax slips by phone, please call us at (866) 805-8407, 9:00 a.m. to 7:00 p.m. ET, Mon.-Fri.
Step 1: Sign in to Client Accounts.
(New users: Register here)
Step 2: Click ”VIEW ACCOUNTS“ to launch the accounts portal for your desired rep code.
Step 3: Search for an account using the search field in the top left area, or select an account from the "Accounts and Assets" table under the “by Account” tab.
Step 4: On the account details page, expand the “Statements and Tax Slips” option in the sidebar menu to access current and historical tax slips.
Go to Client Accounts now