For existing Mercer Invest Wise clients, all necessary tax slips will be made available for download via the My Documents section in your Mercer Invest Wise profile under the Taxes tab. To navigate to the My Documents section, please sign in to your Mercer Invest Wise profile via an online browser (e.g. Chrome or Safari) as this is currently not available via the app. Once signed in, click your name in the top right corner and select My Documents from the dropdown menu. You'll be able to select the Taxes tab on the top left!
If you have any co-owned accounts (like a Joint investment account), any applicable tax slips will be available under both profiles.
If you have a Spousal RRSP, any applicable tax slips will be available under the contributor's profile.
Does something not look right on your tax slip? Check out our FAQ here!