FAQ: How Do I Change the Investment Income Types (Dividend, Capital Gains, Interest) in My Non-Registered Accounts?

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%) and this split can be adjusted if you go to Planning > Projections > Advanced Options. Go to the Taxable Account area and open the return column using the “>” arrow.

Inside an RRSP and TFSA the platform does not differentiate between the type of return, only total return matters.