To help with your tax filing this year, here is a list of the documents Steadyhand clients will receive based on the type of account(s) held, along with a brief explanation of their purpose. 

Please note: All documents are now provided electronically via our client portal, rather than by mail. This allows us to deliver them to you faster, more efficiently, and securely.   

Non-Registered Investment Accounts 

T3 Slip 

If you hold a non-registered investment account (an investment account other than a RRSP, RRIF, TFSA, or FHSA), we send you a T3 slip for each Steadyhand fund you hold. T3 slips show realized capital gains, dividend income (and any corresponding dividend tax credit, if applicable), and other investment income that you must report on your tax return. Timeline: These slips will be uploaded to our client portal the week of February 16. 

T5008 

T3 slips do not include any capital gains (or losses) that you may have incurred from selling or switching units of Steadyhand funds in your non-registered account. If you made such a transaction(s), we send you a T5008 slip for each applicable Steadyhand fund. Timeline: These slips will be uploaded to our client portal the week of February 16. 

RRSPs 

Contribution Receipt 

If you made a contribution(s) to your RRSP between March 4, 2025, and December 31, 2025, we provide you with an RRSP Contribution Receipt for the total amount of contributions you made over this period. Timeline: These slips were uploaded to our client portal in late January. 

If you made a contribution (or plan to make one) between January 1, 2026, and March 2, 2026, we send you a separate receipt for any contributions made in the first 60 days of the year (this amount can be applied to your 2025 tax return, or to a future year if you choose). Timeline: These ‘first 60 days’ receipts will be uploaded to our client portal around mid-March.  

T4RSP 

If you made a withdrawal from your RRSP in 2025, we send you a T4RSP slip. This slip shows the amount of any withdrawal(s) you made and any withholding tax remitted to Canada Revenue Agency (CRA) on your behalf. Timeline: These slips were uploaded to our client portal in late January. 

RRIFs 

T4RIF 

If you hold a RRIF, we send you a T4RIF slip. This slip shows the amount of your withdrawals (including your minimum payment and any additional withdrawals) and any withholding tax remitted to CRA on your behalf. Timeline: These slips were uploaded to our client portal in late January. 

FHSAs 

T4FHSA 

If you hold a FHSA, we send you a T4FHSA slip. Timeline: These slips were uploaded to our client portal in late January. 

TFSAs 

If you hold a TFSA, you do not receive any tax slips from us. These accounts are exempt from tax, and any contributions/withdrawals do not generate any tax-related documents. However, be sure to adhere to the maximum contribution limits for these accounts and the rules relating to re-contributions if you do make a withdrawal. 

If you can’t find a slip/receipt you think you should have, or if you have any questions about a specific document, please contact us at 1-888-888-3147 from 7am - 5pm PT Monday to Friday.