Can I set one target allocation across all my accounts?

When you first get started with the Quick Entry Form, you can set the target allocation for all the accounts that will be created for you.

Each account receives a portfolio investment with the fixed-income, equity and cash allocation you requested, all in Canada. There is no function to change all accounts’ targets at once after that. As you change investments or their allocations, add investments or add accounts, you can set each account’s target allocation based on the investments it contains.