At myHSA, instead of issuing T4 slips, we offer a Advisor Deposit Report.
Accessible through the Advisor portal under the "reports" tab, the Advisor Deposit Report provides a comprehensive breakdown of an advisor's revenue with myHSA. This report is designed to empower advisors with immediate access to their revenue data. This real-time access to deposit information ensures transparency and accuracy in financial reporting.
Our approach to revenue reporting reflects our commitment to empowering advisors with the tools they need to succeed. By prioritizing efficiency and accessibility, we aim to enhance the overall experience for our advisors and enable them to focus on what matters most—providing exceptional service to their clients.
Questions? Reach out to Support@getmyhsa.com or start a live chat with us!