Electronic Tax Delivery – Now Available!

Nov 20, 2018 | Bird Elinesky Schuett Private Wealth Management


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Make life simpler this tax season!

Through DS Online, you can now choose to receive your RBC Dominion Securities tax documents electronically as soon as they become available, instead of waiting for paper copies to arrive in the mail.

 

Tax documents are available as of the 2018 tax year and will be archived online for seven years, provided the account remains open.

 

Here are a few key benefits of receiving tax documents electronically:

  • Secure document storage

  • Faster delivery time than with mail delivery

  • Reduction in the use of paper

To enroll for eTax:

  • Log in to DS Online

  • Go to the “View and Manage Documents” link under the “My Accounts” tab

  • Change your view to the “Manage Documents” tab and change your preference to “Electronic” for your account(s)

  • Click “Continue” to review and agree to the consent agreement

  • Click “Submit” to save changes

We can send you a notification by email when your electronic tax document(s) is ready. To opt in for eNotifications:

  • Go to “Edit Profile” located under the “My Home” tab

  • Select “Email Address and Preferences”

  • Enter your email address and ensure the boxes beneath it are un-ticked

  • Click “Update Info” to save changes

If you would like more information, or assistance signing up for eDocuments, please contact our office and we will be happy to assist you. Call 519-822-2024 or email beswealth@rbc.com - We are available Monday to Friday, between 8:30 a.m. and 5 p.m.

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Tax