Under the manage scenario page underneath the edit or add scenario subsection, you can add a new account and income into the structured income plan. Below are the step by step guidelines for adding an account and/or income from the manage scenario page.
Adding an Account:
Step 1: New: Click on the green new button located at the right-hand side of the screen underneath the Accounts subsection.
Step 2: Manage Account: Filter in the information for the new account.
Step 3: Save: Click on the green save button underneath the manage account subheading.
Step 4: Manage Scenario: The new account will be in the list underneath the account section.
Adding an Income:
Step 5: New: Click on the green new button located at the right-hand side of the screen underneath the Incomes subsection.
Step 6: Manage Income: Filter in the information for the new income.
Step 7: Save: Click on the green save button underneath the manage income subheading.
Step 8: Manage Scenario: The new income will be in the list underneath the income section.
Step 9: Save: Click the green Save button underneath the Manage Scenario subheading.
Step 10: Structured Income Plan: The new account and income should have new columns in the structured income plan.
Step 11: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 12: 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 13: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 14: 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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