When Will My 2025 Tax Slips be Accessible/Mailed?
2025 IAPW Tax Document Distribution Dates
- There are different mailing dates for different account types
- Click on the above link to view the expected delivery dates
How Will I Receive My 2025 Tax Documents that IAPW Issues?
iA Private Wealth Client Portal
- Click the above link to sign into the Client Portal
- Here you can access, view, download and print your iA Private Wealth tax slips and reports
Accessing Your Accounts Online
- Click on the link above if you have never logged into the Client Portal before
- You will need your Client ID number, which is the first 6 digits of your account number (found on your monthly statements)
- Click on the link above to learn more about your Client ID and how to know which account type your account number is
What if I Have Never Registered for the Client Portal and I Don’t Intend To?
- Then your tax documents will be MAILED to you. The default delivery method is MAIL.
What if I Should Have Received My Tax Slips in the Mail by Now, but Have Not?
- Your Delivery Preferences are likely set to PAPERLESS. Please log into the Client Portal to check (go to Settings/Document Preferences). Even if your Delivery Preference is MAIL, you can still retrieve your tax slips online via the Client Portal.
How Do I Search for My Tax Documents on the Client Portal?
- Go to Documents (bottom left on the landing page)
- Click the link in the banner called Access all your tax documents for the 2025 fiscal year
- Tick the boxes of the documents you’d like
- Select Print or Download (bottom)
How Will I Receive My 2025 Gains/Loss, Foreign Property, and Summary of Investment Management Fees Reports?
- Client Portal or BY MAIL: as per your delivery preferences and will be available in early March
- These reports are only generated for CASH (NON-REGISTERED) accounts
- These reports are only a tool to assist you with your tax returns; the report is not a tax document
How Will I Receive My Mutual Fund Company T-slips (T3s)?
- BY MAIL only: it is the mutual fund companies who mail these T-slips directly to you (they are not generated by iA Private Wealth). The target mailing dates for these mutual fund T-slips are as late as March 31, 2026.
- My CRA Account: these T-slips will be made available here for download
How Can I Be Sure I Have All My Tax Documents?
- My CRA Account: cross reference with CRA that you have all your T-slips
- CRA receives all your tax slips – from iA Private Wealth, from the mutual fund companies, and other institutions – therefore we recommend getting them directly from CRA or cross referencing with what the CRA has to ensure you’ve received all your slips before you file your taxes
- NEW – IAPW Personalized Checklist
- This is a new tool that provides you with a personalized list of slips and documents that you can expect to receive from IAPW, as well as documents issued directly by mutual fund companies.
- This will be available in the second week of March on the Client Portal (only) under Documents.
- See Accessing Your Accounts Online above If you have never logged into the Client Portal before.
Why Do You Recommend I Hold Off on Filing My Taxes until April 15th, 2026 if I have a CASH (NON-REGISTERED) account that holds mutual funds?
- Because you may not receive all your mutual fund company T-slips until April
- These T-slips need to be included with your 2025 tax return or you may be re-assessed
- The target mailing dates for mutual fund T-slips are as late as March 31, 2026. These slips are mailed directly from the mutual fund companies