Tax information is required to ensure that the correct withholding tax rates are applied to income earned on investments.
This information also ensures that proper tax reporting is completed to the relevant tax authorities, such as the Internal Revenue Service (IRS) in the United States and the Canada Revenue Agency (CRA) in Canada.
Disclaimer:
This article provides general information about the tax information required for investment accounts. For specific inquiries related to tax filing, withholding, or reporting to tax authorities (such as the IRS or CRA), please contact OneVest support directly. OneVest is responsible for registrable activities, including tax-related services, and any requests or actions related to tax reporting or withholding should be directed to OneVest.
Manzil Invest is a strategic partnership between Manzil and OneVest Management Inc (“OneVest”). OneVest offers wealth management products and services to Manzil customers. OneVest Management Inc. is a registered Portfolio Manager in each of the provinces and territories of Canada and as an Investment Fund Manager in the provinces of Alberta, Ontario, Newfoundland and Labrador, and Quebec. Assets in your OneVest accounts are held with various custodians, each registered as an investment dealer with the applicable securities regulators. All custodians are members of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (CIPF). OneVest Management Inc. is a wholly-owned subsidiary of OneVest Technologies Inc. All trademarks are the property of their respective owners. OneVest will determine what investments are suitable for you.
