Deposit/Withdrawal

Depost/Withdrawal Drill-Down windows will allow you to make year-on-year adjustments to RRSP/RRIF, Non-Registered, and the Corporate Investments data points. However, only RRSP/RRIF and Corporate Investments include the option to manually specify Withdrawals. Non-Registered and TFSA withdrawals will be automatically calculated by the software.

Start by selecting the Drill-Down button located to the right of the desired data element and select the appropriate tab to enter Contributions/Deposits, Transfers or Withdrawals.

There are 2 ways to enter data; Entering Values Directly or Entering a Stream of Values.

*All values entered will be added to the existing data entry of the client.

Entering Values Directly

Individual values can be manually entered in any year. To enter or change any previously entered value, click the button, and enter/change the specific yearly value. To save the entry/change, click . To cancel the change, click .

!Any values entered in grey highlighted years are not calculated.

Entering a Stream of Values

Use the data entry area in the top right corner to include a stream of values over a specified time frame. Start by entering the Annual Value and Index assumption to use. Next enter the age that the value will begin and the age the value will end.

By clicking the values will be added accordingly.

*Any values entered will be added to the existing values listed on the left-hand side of the window.

Resetting Data

Click to remove the values entered in the Drill-Down area.

To close the drill down window, click .

*If data has been entered in the Drill-Down window, the Drill-Down button will highlight green in the primary data entry screen.

Available Data Points

The current list of available Deposit/Withdrawal Drill-Downs are as follows:

RRSP/RRIF
Non-Registered
Corporate Investments and Securities