Step 1: Settings: Click on the Settings Heading that is located in the upper right-hand side of the screen.
Step 2: Custom Rate Returns: Click on the Custom Rate Returns heading.
Step 3: Custom Rate Return 1: Filter in the numeric data you would like to use.
Step 4: Custom Rate Return 2: Filter in the numeric data you would like to use.
Step 5: Save: Click on the green Save button underneath the Custom Rate Returns heading.
Step 6: Your Case List: Click on Your Case List heading that is located in the upper right-hand side of the screen.
Step 7: View All Cases: Click on the green View All Cases button located underneath the Your Case List heading.
Step 8: Case Selection: Selection which case you would like to open up.
Step 9: Structured Income Plan: Click on the Structured Income Plan heading underneath the Clients name heading.
Step 10: Scenario: Using the drop-down carrot arrow select which scenario you would like to be in.
Step 11: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading.
Step 12: Display Options: Click on the green Display Option button underneath the Structured Income Planning sub-heading.
Step 13: View Comparison: Click on the green View Comparison button located in Column Display Options Table.
Step 14: Structured Income Planning Page: A new comparison table will appear on the Structured Income Planning Page.
Step 15: Custom 1: Using the drop-down carrot arrow, select Custom 1.
Step 16: Structured Income Planning Page: The custom rates should be reflected in the Returns column.
Step 17: Custom 2: Using the drop-down carrot arrow, select Custom 2.
Step 18: Structured Income Planning Page: The custom rates should be reflected in the Returns column.
Step 19: Display Options: Click on the green Display Option button underneath the Structured Income Planning sub-heading.
Step 20: Hide Comparison: Click on the green Hide Comparison button located in Column Display Options Table.
Step 21: Structured Income Planning Page: The Comparison Table will be removed from the Structured Income Plan.
Step 22: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 23: 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 24: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 25: 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.
