Help Videos

Public walkthroughs and future how-to videos for getting started with RetirePlan. This page will grow as more instruction videos are published.

← Back to Help Center
Featured video

RetirePlan walkthrough: first look

This is the first public RetirePlan help video on YouTube. Use it as a quick product walkthrough before diving into the written guides or setting up your own plan.

RetirePlan Kickstarter Campaign thumbnail

RetirePlan Kickstarter Campaign

The RetirePlan Kickstarter campaign video — an overview of what RetirePlan offers and why we built it.

Coming soon All Videos

Instruction Videos

RetirePlan Kickstarter Campaign thumbnail

RetirePlan Kickstarter Campaign

Coming soon
Update Regularly thumbnail

Update Regularly

▶ Watch on YouTube
Account Profile & Holdings thumbnail

Account Profile & Holdings

▶ Watch on YouTube
Configure Investor Information thumbnail

Configure Investor Information

▶ Watch on YouTube
Investor Details, Part 2 thumbnail

Investor Details, Part 2

▶ Watch on YouTube
Create Account thumbnail

Create Account

▶ Watch on YouTube
What is a Financial Vehicle thumbnail

What is a Financial Vehicle

▶ Watch on YouTube
Create Mutual Fund thumbnail

Create Mutual Fund

▶ Watch on YouTube
Set up a Mirror Investment thumbnail

Set up a Mirror Investment

▶ Watch on YouTube
Creating Balanced Funds thumbnail

Creating Balanced Funds

▶ Watch on YouTube
Configure, and view results with Simplified Scenarios Interface thumbnail

Configure, and view results with Simplified Scenarios Interface

▶ Watch on YouTube
Setting Primary Scenario thumbnail

Setting Primary Scenario

▶ Watch on YouTube
Advanced Scenario Settings thumbnail

Advanced Scenario Settings

▶ Watch on YouTube
Printing Summary Reports thumbnail

Printing Summary Reports

▶ Watch on YouTube
Vehicle Performance Comparison thumbnail

Vehicle Performance Comparison

▶ Watch on YouTube
Import from WealthSimple CSV thumbnail

Import from WealthSimple CSV

▶ Watch on YouTube
Managing Debts thumbnail

Managing Debts

▶ Watch on YouTube
Creating Goals thumbnail

Creating Goals

▶ Watch on YouTube
Duplicate and Compare Scenarios thumbnail

Duplicate and Compare Scenarios

▶ Watch on YouTube
Export To CSV thumbnail

Export To CSV

▶ Watch on YouTube
Editing Shadow Accounts thumbnail

Editing Shadow Accounts

▶ Watch on YouTube
Target Date Fund Setup thumbnail

Target Date Fund Setup

▶ Watch on YouTube
Future Projections thumbnail

Future Projections

▶ Watch on YouTube
Synthetic Dividends thumbnail

Synthetic Dividends

▶ Watch on YouTube
Insights & Optimization thumbnail

Insights & Optimization

▶ Watch on YouTube
Optimizer Tool thumbnail

Optimizer Tool

▶ Watch on YouTube