R-Desktop : Working with Accounts : Viewing RDSP Details
Viewing RDSP Details
When an RDSP account is selected, the RDSP Details screen opens when the Plan Details tab is selected for the account.
The RDSP Details screen displays information about the notional values for the RDSP account.
All fields are display only and updated each time the screen is launched. Values are not stored but calculated using existing transactions and transfers with a completed status.
The two tables on the screen are displayed independent of each other. One scroll bar will move each table within the window.
A new year line will be added for the year when the account is opened based on the account open date. All subsequent years will be added automatically when the system date is advanced into another calendar year.
Except for the Year and CDSP Notional Value columns, all columns are a dollar amount. If there is no amount for that field, it will display as $0.00, or if the amount is not applicable to the field, it will display as N/A.
The following table lists functionality available on this dialog.
Item
Type
Description
CDSG
button
Opens the CDSG Information dialog. See the next section for details.
Enabled when an RDSP account has CDSG deposit transactions or historical CDSG payment transaction
CDSB
button
Opens the CDSG Information dialog. See the next section for details.
Enabled when an RDSP account has CDSB deposit transactions or historical CDSB payment transaction
Information in this section includes: