1 - Setting up benefits

The first step to setup Humi with Common Wealth is by creating a new benefit. Click the ‘Create Benefit’ button located in the top right corner.

Add the type as ‘RRSP’ and name it “CW-RRSP”. Hit Save in the bottom right corner.

For the second benefit add the type as ‘TFSA’ and name it “CW-TFSA”. Then hit save.

You should now see your new benefits in the list below.