New tools to help you invest faster, and smarter

We’ve expanded our lineup of resources, making it easier for you to discover, plan and act on the right opportunities.

Goal setting

Goal setting and contribution tracking for registered accounts

Research in the field of behavioural finance shows that investors who establish clear specific goals are more successful. So we've incorporated new tools for registered accounts to help clients reach their goals. Our registered accounts page now allows clients to set goals, see and keep track of their contributions for their TFSA and RRSPs. They can also easily take actions like adding or transferring funds, and access education resources.

Income view

Enhancements to Income View

Many clients, especially retirees, depend on income. Our popular Income View now displays recent and future income events. Clients can see dividends, including frequency, a quarter ahead, to help them with their day-to-day financial planning.