Under the manage scenario page you can replicate current accounts and incomes that are being used in the current scenarios you are viewing. Below are the step-by-step guidelines for this option.
Step 1: Pick the Account: Under the accounts section, select which account you would like to replicate.
Step 2: Replicate: Click on the green replicate button.
Step 3: Accounts List: The replicated account should show up within the list.
Step 4: Pick the Income: Under the income section, select which account you would like to replicate.
Step 5: Replicate: Click on the green replicate button.
Step 6: Incomes List: The replicated income should show up within the list.
Step 7: Save: Click the green Save button underneath the Manage Scenario subheading.
Step 8: Structured Income Plan: The new accounts, income, target, and taxes should have new columns in the structured income plan.
Step 9: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 10: Edit:If you need to make an edit to the structured income plan click on the green edit button underneath the Structured Income Planning subheading.
Step 11: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 12: Logout: To sign out of SIPS, click on the Sign Out heading that is located in the upper right-hand side of the screen.
If you feel you need more support or would like to set up demo time with one of our representatives, please contact us at: +1-888-449-6917 or support@planscout.com.
