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Within the settings page you can change the colors of the allocation codes. Below is a step by step guide for editing the allocation codes. Step 1: Log In: Log in into SIPS. Step 2: Settings: Double click on the Setting heade...
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Below is a step-by-step explanation of how to read a basic structured income plan. This is starting from left to right. Step 1: Year: The left and right column correlates with the planning horizon timeframe. The grayed out section is the ...
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Last Updated: 09/16/2024
in Your Case List
To find the list to access all of your cases you will need to log into sipsplanning.net , click on the GoTo Your Case List button and then you will be directed to the main dashboard for Your Case List Page. Step 1: Logging In: Log int...
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The function of the common button on the manage scenario page is to add an existing account, income, target, and/or tax from another scenario into the current scenario you are working in. When you add the new items into the current scenario and y...
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Last Updated: 09/16/2024
in Your Case List
Deleting a case in SIPS can be a crucial task, whether it's for correcting errors, removing outdated data, or ensuring data security. Before deleting any data, it is wise to back up your data. This ensures that you can restore the case if need...
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Last Updated: 09/16/2024
in Client Dashboard
Below is a step-by-step guide to entering in the demographic information for the client information section of SIPS. Step 1: Case Title: This text box is used for the naming system for the title of your case. Enter in what you would lik...
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Last Updated: 09/16/2024
in Client Dashboard
Below is a step-by-step guide for entering in the data into the incomes page. Step 1: Edit: Click on the edit button below the Incomes heading. Step 2:Monthly/Yearly Amounts: Click on which radio button you would like to ent...
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There are two different ways you can change your password in SIPS. You can either click on the link to reset your password from the login page or you can sign into SIPS and click on Settings to change your password. Below is a step-by-step guid...
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On the structured income planning page, you have the ability to view the regular RMD and beneficial RMD amounts and withdrawal the amounts needed for the different RMDs. There are multiple ways to do the withdrawals. Below is a step-by-step guide...
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Last Updated: 08/23/2024
in Your Case List
There are 2 different ways to search for a specific case in SIPS. One way is clicking on search using selection button underneath the main dashboard on the Your Case List page. This will redirect you to the text box Search for Case. The other way...