For step-by-step instructions on how to retrieve your tax slips and documents please click this link:
My Portfolio+ Client Instructions 2023 Tax Year
If you require these documents to be shared with your accountant or tax advisor, they can be downloaded and/or printed for you to pass to them directly or you may contact our office to provide authorization and to discuss delivery options.
We hope that you find this process convenient and easy to use. Please let us know if there is any other documentation you require.
Sincerely,
Mauro Private Wealth Management Group