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How to Set Up Multi-Account Portfolios

If you have multiple accounts, you may decide that you want to manage all of these accounts as one portfolio. You need to be an Elite user to connect multiple accounts.

You may want to use this feature to create portfolios with various levels of risk tolerance and/or time horizons. For example, you may want to create a long-term strategy portfolio with your family’s RRSP accounts and another more speculative portfolio with your margin accounts.

You may also want to manage your investments in a tax-efficient manner because your tax bill is one aspect of investing you can control.

Go to the Settings page and scroll down to the Accounts box

Click on Edit Groups.

Select the account you want to move and drag it to the desired portfolio. To create a new portfolio, drag an account to New Group.