RESP Account Type

November 30, 2025

FeatureSnapshots

Track Registered Education Savings Plans in financial assets

What's new

RESP (Registered Education Savings Plan) is now available as an account type in Assets Review, positioned between FHSA and RRSP. No more using a custom "other" field for education savings—it's now a proper account type you can select directly.

Where to find it

Go to Portal → Snapshots
Open the Assets Review section
Add a new account and select "RESP" as the type

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RESP Account Type

What's new

Where to find it

Join Advisors saving up to10+ hours every week.every week.

Join Advisors saving up to
10+ hours every week.every week.