Use the visible Maximize contribution control as a scenario input. The label alone does not establish deposit mechanics, contribution room, or the result it should produce.
Add the toggle
Open the client's Financial Insights and select the scenario.
Open Planning Inputs.
Select Add Toggle / Strategy, then New Toggle.
Open Savings/Investments.
Select the Maximize contribution control shown, such as Maximize TFSA.
Complete only the visible fields.
Save the toggle.
Use the labels displayed in Planworth. Available controls and fields can depend on the client's accounts.
Review the toggle
Confirm the toggle appears in Summary → Toggle Review.
Record the exact label, visible fields, selected account when shown, and saved state.
Note the Dashboard value or chart and years you are reviewing.
Compare the same scenario with the toggle off and on without changing another input.
Check the matching years and rows in Details when shown.