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Most of the account and cash-flow priority types have customization options that can be used to do things like adjust liquidity/withdrawal rules and dial things

Most of the account and cash-flow priority types have customization options that can be used to do things like adjust liquidity/withdrawal rules and dial things in based on your circumstances. And if there are some specific areas where you'd like to see even more of that, just let me know.

j45 3y ago
Thanks for the reply, I'll check it out. What stood out to me was Roth, etc are very specific to the US. Things like RRSP, TFSA, etc are more common in Canada. Maybe it's just configuring one of the flow types as you mentioned.
- scubakid 3y ago
  Did you see the RRSP and TFSA account types? ;)