How can we help?

What types of tax slips will I get?

You can refer to the information below to determine if you can expect a tax slip for your WealthBar account(s) and investment portfolio(s).

Investment Accounts

Account Type

Is there a tax slip?

RRSP
Registered Retirement Savings Plan
Yes, if you made a contribution
You may get a few RRSP Contribution Receipts: one for contributions in the last 10 months of the tax year, and one or more for contributions in the first 60 days of the following year.

Yes, if you made a withdrawal
You will get a T4RSP tax slip for any withdrawals made from this account.
TFSA
Tax Free Savings Account
No
Contributions are not tax deductible, withdrawals are tax free, plus investment income is tax free. Therefore, no tax slips! Another reason to love TFSAs.
Individual
Non-Registered Account
Yes, if you earned investment income
You will get a tax slip for any Individual accounts that earned investment income. Whether you get a T3, T5, or T5013 depends on the portfolio you’re invested in, which is in the Portfolios list below.

Quebec residents may also receive an RL-16, RL-3, or RL-15.

Non-residents may also receive an NR4.

Yes, if investments were sold or contributed to a registered account
You may receive a T5008 or similar document that will show the proceeds from any deemed dispositions during the tax year.

WealthBar will also prepare a Statement of Realized Gain and Loss which will include the adjusted cost base (ACB) of any deemed dispositions.
RESP
Registered Education Savings Plan
Yes, if you made a withdrawal
If you withdrew from your RESP, you will get a T4A tax slip.
Joint Account

Yes, if you earned investment income
You will get a tax slip for any Joint accounts that earned investment income. Whether you get a T3, T5, or T5013 depends on the portfolio you’re invested in, which is in the Portfolios list below.

Joint account tax slips are usually issued in the name of the first joint holder on file. In their tax return, each joint holder is expected to report their share of the investment income based on their share of contributions.

Quebec residents may also receive an RL-16, RL-3, or RL-15.

Non-residents may also receive an NR4.

Yes, if investments were sold or contributed to a registered account
You may receive a T5008 or similar document that will show the proceeds from any deemed dispositions during the tax year.

WealthBar will also prepare a Statement of Realized Gain and Loss which will include the adjusted cost base (ACB) of any deemed dispositions.
Corporate Account

Yes, if you earned investment income
You will get a tax slip for any Corporate accounts that earned investment income. Whether you get a T3, T5, or T5013 depends on the portfolio you’re invested in, which is in the Portfolios list below.

Quebec residents may also receive an RL-16, RL-3, or RL-15.

Yes, if investments were sold or contributed to a registered account
You may receive a T5008 or similar document that will show the proceeds from any deemed dispositions during the tax year.

WealthBar will also prepare a Statement Realized Gain and Loss which will include the adjusted cost base (ACB) of any deemed dispositions.
LIRA
Locked-In Retirement Account
Yes, if you made a withdrawal
You will get a T4RSP tax slip for any withdrawals made from this account.
RRIF
Registered Retirement Income Fund
Yes, if you made a withdrawal
You will get a T4RIF tax slip for any withdrawals made from this account.
LIF
Life Income Fund
Yes, if you made a withdrawal
You will get a T4RIF tax slip for any withdrawals made from this account.
RDSP
Registered Disability Savings Plan
Yes, if you made a withdrawal
You will get a T4A tax slip for any withdrawals made from this account.


Portfolios*

*Only applies to Individual, Joint, Corporate, and Trust Accounts (i.e. taxable accounts) that earned investment income in the tax year.

WealthBar PortfoliosWhich tax slip will I receive?
High Interest Savings AccountA T3 and/or T5 tax slip.

Quebec residents may also receive an RL-16 and/or RL-3.

Non-residents may also receive an NR4.
ETF Portfolios
Private Investment Portfolios
Valet Portfolios
Essential Portfolios

A T3 tax slip from each fund.

Quebec residents may also receive an RL-16.

Non-residents may also receive an NR4.
Cleantech Add-on
A T5 tax slip.

Quebec residents may also receive an RL-3.
US ETF Portfolios
A T5 tax slip.

Quebec residents may also receive an RL-3.
Limited Partnership Investments 
(eg. Nicola Real Estate LPs, Nicola Private Equity LP, Nicola Private Debt LP, and other LP investments)
A T5013 tax slip from each partnership.

Quebec residents may also receive an RL-15.


All tax slips and other tax documents will be provided to you through the Documents page of your WealthBar Dashboard as they become available

You can read more about tax slip delivery timelines here.

You can read more about different tax slips on the CRA site here.

Was this article helpful?

sign up
sign up

Can’t find the answers you’re looking for?

Our customer care team is here for you.

Contact Support