Managing your tax documents with Mogo is easy and secure. Here's how you can find and download your investment-related tax forms:
How to Access Your Tax Documents
Open the Mogo app and navigate to the Account tab.
Tap on Investment Accounts.
Select the specific account you want to view tax documents for.
Under Documents, tap Tax Documents.
Choose the document you’d like to view.
You can download your tax document as a PDF directly from the app, or share it via email if needed.
Important Notes
Each investment account you open under your Mogo profile will have its own set of tax documents.
Tax documents are made available before the annual tax filing deadline, ensuring you have enough time to prepare your returns.