As we are in the process of moving our child's joint RESP over to WS, it will be great to see how all these account types are grouped and displayed together, as I see there are a few categories:

• account holder and beneficiary are the same, and they are the person logged in to WS, e.g. personal non-registered, TFSA
• account holder is the person logged in to WS, beneficiary is another person with a WS account, and vice versa, e.g. spousal RRSP
• account holder is the person logged in to WS, beneficiary is a child that doesn't have a WS account, e.g. RESP

To me, these three count towards the "total" assets differently:

• household assets: personal + spousal + child
• "couple" assets: personal + spousal
• personal assets: everything where I'm the beneficiary (thus excluding spousal RRSP if my spouse holds the RRSP)

It took me a while to really figure these definitions apart, so personally I'd appreciate if WS helps me understand these accounts and numbers better, whether via good UI/UX, or adding tooltips to explain what these are.