Add the client's common financial information to the Evaluation so it is available for review and scenario work.
Before you begin
Open the client's Evaluation and choose the applicable Core or Pro Evaluation. If it is new, complete the visible Preliminary sections first.
Show the applicable sections
Open Preliminary.
Select the account types the household holds, such as Bank Accounts, Non-Registered, TFSA, or the applicable registered accounts.
Under Personal Real Estate, select the applicable property type.
Under Debt, select Mortgage Debt or HELOC Debt where applicable.
Complete the career information that applies to each person.
Review the Preliminary selections shown, then check which sections and subsections are available. Use a save control when one is shown.
Enter Savings
Open Savings.
Choose an available subsection, such as Bank Accounts, Non-Registered, TFSA, or Canadian Registered.
Add the account information shown by the form.
Select SAVE before leaving the form.
Repeat for the client's other accounts.
Enter Income
Open Income.
Enter the employment and other income information that applies to each person.
Continue through the available fields and confirm the information is saved before leaving.
Enter Real Estate and debt
Open Real Estate.
Add the property and complete the ownership, use, location, value, and other fields shown.
Select SAVE.
Open Real Estate Debt.
Add the applicable mortgage or line of credit and connect it to the property.
Enter the debt information shown by the form, then select SAVE.
Property value and related debt are separate entries. Adding a property's value does not add its mortgage or HELOC.
If a section is missing
Return to Preliminary and confirm that the matching account, property, or debt type is selected. Mortgage Debt and HELOC Debt remain unavailable until a personal real estate type is selected.