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Spousal RRSP Contribution Tracking in Retirement Outlook

January 19, 2026

FeatureSnapshots

Track spousal RRSP contributions to know when attribution rules no longer apply.

What's new

Retirement Outlook now includes spousal RRSP contribution tracking, so you can document when a client last made a spousal contribution and use that date when considering attribution rules.

You can record whether a spousal contribution was made, plus the date and amount of the most recent contribution. If no spousal contribution applies, you can leave those details blank.

Where to find it

  1. Portal
  2. CRM
  3. Select a client
  4. Snapshots
  5. Retirement Outlook

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