Changing the tax setting of your Canadian portfolio
To change your existing default tax setting from ‘Non-registered’, standard tax rules:
1 – Select the ‘Settings’ tab.
2 – Select the ‘Tax settings’ tab.
3 – Select your chosen ‘Tax Entity Type’. Set the Tax Entity of your portfolio to be either:
- Non-registered - standard tax rules apply (default).
- Registered Retirement Savings Plan (RRSP) - Non-resident withholding tax does not apply for US stocks.
- Registered Retirement Income Fund (RRIF) - Non-resident withholding tax does not apply for US stocks.
The ‘Inclusion rate’ percentage can be manually adjusted by typing the percentage in the box.
4 – Click ‘Save’.
Last modified on March 7, 2018 UTC