How do I add an account?
Where to find it: ACCOUNTS and INVESTMENTS
1. Open ACCOUNTS and INVESTMENTS and select Add Account below the accounts table.
2. Select the type the account has today, such as NON-REGISTERED, TFSA or RRSP. For an RRSP that will become a RRIF later, start with RRSP; you will enter the future conversion age separately.
3. Enter a name that will help you recognize the account. If you have a spouse, select the owner. Enter the initial balance and currency, and review the beneficiary and minimum balance fields.
4. If you want to represent the account with one Portfolio investment, enter its allocation to fixed income and equities; the remainder is cash. Otherwise the initial balance goes into the account’s Cash investment.
5. Click Save and Continue and complete any account-specific screens until you reach its investments.
You can then add individual holdings. Check their combined value against your statement, particularly if you started by entering the whole account balance as Cash. To change account properties later, use the account’s Edit button; use Edit Investments to update its value.