FAQ: How to Add Dividend Stocks to Non-Registered Portfolio

By default the platform will automatically calculate non-registered income sources including interest/bond coupons, capital gains, Canadian dividends and foreign dividends. As a default the equity return is made up of capital gains (60%), Canadian dividends (20%) and foreign dividends (20%).

If you would like to increase the dividend portion of this equity return this split can be adjusted by going to Planning > Projections > Advanced Options. Go to the Taxable Account area and open the return column using the “>” arrow.