Printer-friendly versionPDF version

Hello everyone,

Tax time is fast approaching and many of you will be tracking down statements and tax slips for you clients. Below is a step by step guide on how to find Manulife tax slips (mutual funds and seg funds). NEW this year – clients will be able to access electronic tax slips through their online access.

Here is a CLIENT VIDEO with step by step instructions on how to register for online access.

Tax slips are expected to be available starting next week. Check HERE to stay up to date on tax slip mailing status.

HOW TO FIND MANULIFE TAX SLIPS:

Step 1:  Log into Repsource

• CLICK HERE to login to Repsource (Manulife Advisor ID required)
• How to set up your Manulife Advisor ID:
  • CLICK here if you have a Repsource login
  • CLICK here if you have never used Repsource before

Step 2: Click on Statements, confirms & tax slips  (make sure you select the link under “investments”)

Step 3:  Enter your search criteria

• Search by account number,  dealer rep code, contribution type, product type, etc.

Step 4:  Select & Print

• You can select and print up to 20 at a time