How can I add contribution limits to my clients' TFSA and RRSP?

It's very simple to enter your clients' contribution limits directly from their contact page. Here's how:

1. Navigate to your client's contact page.

2. Click on the Analysis section for this contact. You'll find several sections within it.

3. Go to the Data tab, which allows you to collect data about your clients. It should be the first tab to appear when you click on Analysis.

4. In this section, click on Investments and enter your clients' contribution limit values located at the very bottom of your screen.

5. Don't forget to Save the entered data by clicking Save in the top right section of your screen.

Here is how to add those contributions: