How are children and other dependents included in a household plan?
Where to find it: Side menu → DEPENDENTS
Enter children and other supported dependents under DEPENDENTS. Their information is used for the household’s supported tax credits, benefits and CPP/QPP child-rearing calculations. Enter a dependent’s income when requested because it can affect those calculations.
A dependent is not a separate adult financial scenario with a full set of investment accounts. RESPs and RDSPs can be entered for eligible beneficiaries through ACCOUNTS and INVESTMENTS. An adult child who wants their own complete financial plan needs a separate registration and access.
A spouse is included in the same household plan and does not need a separate subscription.