Changing the tax setting of your Canadian portfolio

Content also available for tax entities or on our global site.

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’.

Changing the tax setting of your Canadian portfolio

Last modified on March 7, 2018 UTC