If you have a structured income plan with many individual accounts and income sources, there is a function to consolidate all of these columns. Below is a step-by-step guideline for condensing and un-condensing all functions.
Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading.
Step 2: Display Options: Click on the green Display Option button underneath the Structured Income Planning sub-heading.
Step 3: Condense All: Click on the green Condense All button located in the Account and Income Grouping table.
Step 4: Structured Income Planning Page: The accounts and income columns have been condensed into two separate columns: Accounts Group and Income Group.
Step 5: Display Options: Click on the green Display Option button underneath the Structured Income Planning sub-heading.
Step 6: Uncondense All: Click on the green Uncondense All button located in the Account and Income Grouping table.
Step 7: Structured Income Planning Page: The accounts and income columns have been individualized out.
Step 8: Accounts Diagonal Carrot Arrows: In the Accounts table cell, click on the diagonal carrot arrow located in the upper right-hand corner of the cell.
Step 9: Incomes Diagonal Carrots Arrows: In the Incomes table cell, click on the diagonal carrot arrow located in the upper right-hand corner of the cell.
Step 10: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 11: 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 12: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 13: 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.
