Underneath the settings subheading you can go to the allocation codes page. On this page you can edit many different items with the allocation codes. Below is a step by step guideline for changing the colors of the allocation codes.
Step 1: Log In: Log in into SIPS.
Step 2: Settings: Click on the settings button located on the right hand side of your screen.
Step 3: Allocation Codes: Click on the Allocation codes button on the right-hand side of the screen.
Step 4: Sel: Click on the green Sel button next to code that you would like to change the color for.
Step 5: Color Selection: Pick which color selection you would like to go with.
Step 6: Save: Click on the green save button underneath the Allocation Code List heading.
Step 7: Your Case List: Click on the Your Case List button on the right hand side of your screen.
Step 8: View All Cases: Click on the green View All Cases button.
Step 9: Case Selection: Select a case.
Step 10: GoTo Incomes: Click on the green GoTo Incomes underneath the Client Information heading.
Step 11: GoTo Assets: Click on the green GoTo Assets underneath the Incomes heading.
Step 12: Current Monetary Assets Allocation: The Allocation should be written in the color that you have selected.
Step 13: Structured Income Planning: Click on the Structured Income Planning button located on the left-hand side of the screen.
Step 14: Accounts: The Accounts color should be changed to the one you have selection on the Allocation Codes page.
Step 15: 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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