Within the structured income plan, you can replicate/copy an individual account and income from the manage scenario page. Below is a step-by-step guide for replicating/copy and individual account and/or income.
Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading.
Step 2: Edit or Add Scenario: Click on the green Edit or Add Scenario button underneath the Structured Income Planning sub-heading.
Step 3: Replicate Account: Click on the green Replicate button for the individual account you would like to replicate.
Step 4: Replicate Income: Click on the green Replicate button for the individual income you would like to replicate.
Step 5: Save: Click on the Save button underneath the Manage Scenario subheading.
Step 6: Structured Income Plan: The new replicated accounts and incomes should have new columns in the structured income plan.
Step 7: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 8: 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 9: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 10: Logout: To sign out of SIPS, click on the Sign Out heading that is located in the upper right-hand side of the screen.
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