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: View Comparison: Click on the green View Comparison button located in Column Display Options Table.
Step 4: Structured Income Planning Page: A new comparison table will appear on the Structured Income Planning Page.
Option A: Fixed %:
Step 5: Fixed %: To change the Fixed percentage number, type in the monetary amount in the orange box. (5%)
Step 6: Upd: Click on the green Upd text box to make the changes.
Step 7: Comparison Table: The table should reflect the editing changes you have made.
Option B: 10 yr S&P (2001-2011): If you would like the assets to repeat the growth rate that the S&P happened between 2001-2011, pick this option.
Step 8: Dropdown carrot arrow: Click on the drop-down carrot arrow in the Comparison text box and select 10yr S&P (2001-2011).
Step 9: Comparison Table: The table should reflect the editing changes you have made.
Option C: Lucky: If you would like to hypothetically see how the assets will do in the future is the assets are doing well.
Step 10: Dropdown carrot arrow: Click on the drop-down carrot arrow in the Comparison text box and select Lucky.
Step 11: Comparison Table: The table should reflect the editing changes you have made.
Option D: Unlucky: If you would like to hypothetically see how the assets will do in the future is the assets are not doing well.
Step 12: Dropdown carrot arrow: Click on the drop-down carrot arrow in the Comparison text box and select Unlucky.
Step 13: Comparison Table: The table should reflect the editing changes you have made.
Step 14: Display Options: Click on the green Display Option button underneath the Structured Income Planning sub-heading.
Step 15: Hide Comparison: Click on the green Hide Comparison button located in Column Display Options Table.
Step 16: Structured Income Planning Page: The Comparison Table will be removed from the Structured Income Plan.
Step 17: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 18: 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 19: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 20: 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.
