FAQs
Do you have questions about any of the products or services we offer? If you’ve got questions, we’ve got answers. Choose from one of the categories to the left or choose from our top questions asked below.
Top questions
- When will I receive my tax receipts?
- Which of my Accounts qualify for a Tax Receipt?
- Where can I find my tax receipts?
- I lost my PIN that gives me access to my Account by telephone and online. How can I retrieve it?
- Where is the transfer money option?
- How do I close my Account?
- How do I order new cheques on the Tangerine website?
- How do I download eStatements on the new Tangerine site?
When will I receive my tax receipts?
For Accounts other than Investment Fund Accounts, receipts will be ready as follows:
| Receipt Type | Electronic Receipts (by week of) | Paper Receipts (by week of) |
|---|---|---|
| RSP — Balance of year contributions | Jan 7, 2019 | Jan 14, 2019 |
| T4RSP — Statement of RSP Account Income (including HBP and LLP) | Jan 7, 2019 | Jan 14, 2019 |
| T4RIF — Statement of Income From a Registered Retirement Income Fund | Jan 7, 2019 | Jan 14, 2019 |
| RL-2 — Statement of RSP/RIF Account Income (including HBP and LLP) for Quebec Residents | Jan 7, 2019 | Jan 14, 2019 |
| NR4 — Statement of Amounts Paid or Credited to Non-Residents | Jan 7, 2019 | Jan 21, 2019 |
| T5 — Statement of Investment Income receipts | Jan 7, 2019 | Jan 21, 2019 |
| RL3 – Statement of Investment Income receipts for Quebec Residents | Jan 7, 2019 | Jan 21, 2019 |
Annual statements for Savings Accounts will be mailed by the week of January 14, 2019.
Annual Mortgage statements will be mailed by the week of January 28, 2019.
Receipts for RSP contributions made in the first 60 days of 2019, will be mailed starting week of
For Investment Fund Accounts, receipts will be ready according to the following schedule:
| Receipt Type | Electronic Receipts (by week of) | Paper Receipts (by week of) |
|---|---|---|
| RSP — Balance of previous year contributions | Jan 7, 2019 | Jan 14, 2019 |
| T4RSP — Statement of RSP Account Income (including HBP and LLP) | Jan 21, 2019 | Jan 28, 2019 |
| T4RIF – Statement of Income from a Registered Retirement Income Fund | Jan 21, 2019 | Jan 28, 2019 |
| NR4 — Statement of Amounts Paid or Credited to Non-Residents (For Registered Accounts) | Jan 21, 2019 | Jan 28, 2019 |
| NR4 — Statement of Amounts Paid or Credited to Non-Residents (For Non-Registered Accounts) | Not Available | Mar 11, 2019 |
| RL2 — Statement of Retirement and annuity income (including HBP and LLP) for Quebec Residents | Jan 21, 2019 | Jan 28, 2019 |
| T3 — Statement of Trust Income Allocations & Designations | Not available | Mar 11, 2019 |
| RL16 — Statement of Trust Income for Quebec Residents | Not available | Mar 11, 2019 |
| T5008 - Statement of Securities Transactions | Not available | Feb 18, 2019 |
| RL18 - Securities Transactions for Quebec Residents | Not available | Feb 18, 2019 |
Receipts for RSP contributions made in the first 60 days of 2019, will be mailed starting the week of January 28, 2019 and every week thereafter until the week of March 11, 2019.
Which of my Accounts qualify for a Tax Receipt?
| Account Type | Tax Receipt | The Why and How |
|---|---|---|
| Tangerine Savings Account, Non-Registered | Yes | If the interest earned is $50 or more for the calendar year, you’ll receive a tax receipt. |
| Tangerine Tax-Free Savings Account (TFSA), Registered | No | Tax-Free Savings Accounts don’t generate a tax receipt, since interest earned is tax-free. |
| Tangerine RSP Savings Account, Registered | Yes | RSP Accounts generate RSP Contribution Receipts. For more information see RSP Receipts FAQs. |
| Tangerine Chequing, Non-Registered | Yes | If the interest earned is $50 or more for the calendar year, you’ll receive a tax receipt. |
| Tangerine Business Savings Account | No | Business Accounts don’t qualify for a tax receipt. Please print your statements and provide them to your accountant. |
| Tangerine Investment Fund Account, Non-Registered | Yes | Holders of non-registered Investment Fund Accounts (that is, non-RSP, non-TFSA and non-RIF Investment Fund Accounts) will receive a T3 tax slip for any fund that has had a distribution in the previous year. These slips show any interest, dividend, or capital gain income earned. |
| Tangerine Tax-Free Investment Fund Account, Registered | No | Tax-Free Investment Fund Accounts don’t generate a tax receipt, since all distributions and gains in the Account are tax-free. |
| Tangerine RSP Investment Fund Account, Registered | Yes | RSP Investment Fund Accounts generate RSP Contribution Receipts for contributions made to that Account. |
| Tangerine RIF Investment Fund Account, Registered | Yes | RIF Investment Fund Accounts generate T4RIF tax slips for any withdrawals made from that Account. |
Where can I find my tax receipts?
Once you’re logged in, your tax receipts can be found by clicking ‘Documents’ from the menu that appears when you click your name near the top right corner of your screen. Please keep in mind that tax receipts are only issued if interest earned during the year was over $50.
I lost my PIN that gives me access to my Account by telephone and online. How can I retrieve it?
You can reset your PIN either on the phone or online. Before we reset your PIN, we’ll ask a few security questions to make sure it’s you.
To reset your PIN online:
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Click I'm a Client, let me in!, enter your Client Number and click Go.
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If this isn't your usual computer, answer your secret question and click Next.
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Under the field where you would normally enter your PIN, click the link I forgot my PIN.
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Enter the personal information requested, then click Next.
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Your old PIN is now deactivated. Enter a new PIN, then click Next.
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Your PIN will be reset and you'll have immediate access to your Tangerine Accounts, both online and by phone.
To reset your PIN over the phone:
Call us at 1-888-464-3232 or 416-756-2424 . When your PIN has been reset, you'll have immediate access to your Tangerine Accounts, both online and by phone.
Where is the transfer money option?
If you’re using a desktop or laptop, please make sure your browser window is fully maximized. Once you’re logged into our website, ‘Move my money’ is in the menu on the left side of the screen. If you’re using a smartphone or tablet, click the Menu icon to display the menu options, followed by ‘Move my money’.
How do I close my Account?
To close a Tangerine Account, please call us at 1-800-464-3473 and we’ll be happy to help. We’re here 24 hours a day, 7 days a week.
How do I order new cheques on the Tangerine website?
Once you’re logged into our website, go to the Tangerine Chequing Account you’d like to order cheques for. Click the Order my cheques link, which is located just above your transaction history.
How do I download eStatements on the new Tangerine site?
You can view your eStatements on our new website by logging in and clicking ‘My documents’ (in the menu on the left side of your screen), followed by ‘Statements’. If you’re not already signed up to receive eStatements, you can do so by following these steps:
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When logged into the website, click ‘My info and options’.
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Select ‘General settings’
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Under Communication, edit your Statement preferences.
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Choose Electronic and Update.