Secure upload
Send us your documents.
Upload files straight to your RNN Financial team instead of emailing attachments. It takes about a minute.
Please don’t email documents or put your SIN in a file name.
How it worksThree quick steps
- 1Click the upload buttonIt opens a private upload page. No account or password needed.
- 2Add your name and filesUse your full name so we can file everything under the right client. PDFs and photos from your phone both work.
- 3We'll take it from thereWe get a notification right away and will confirm once we've reviewed what you sent.
What to send
Not sure what we need?
Taxes
- T4, T5 and other tax slips
- RRSP and other receipts
- Last year’s Notice of Assessment
- Photo ID (if you’re a new client)
Bookkeeping
- Bank and credit card statements
- Sales and expense receipts
- Payroll records
- Prior financial statements
Mortgages
- Recent pay stubs and employment letter
- 90 days of bank statements
- Down payment proof
- Photo ID
Your advisor will tell you exactly what’s needed for your file. Questions? Call (647) 617-6274 or book a free consultation.