FAQ: Why Don't I See Any Accounts in the Projection Section?

It is likely that when you were setting up your account you didn’t activate any RRSPs, TFSAs, Non-Registered investment accounts etc. The initial onboarding questions help create the setup of your account, hiding things that don’t apply, you’ll need to activate those pieces to include them in your plan.

Go to your Profile in the left navigation menu, go down to the bottom of the Profile and activate the RRSP and TFSA and Non-Registered accounts you own.

Then go back to the Discovery > Assets section and enter your account balances.