On the structured income planning page, you can view the percentage distribution for the account. This function is available through the display options. Below is a step-by-step guideline for displaying the percentage distribution.
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 % Distribution: Click on the green View % Distribution button located in Column Display Options Table.
Step 4: Structured Income Planning Page: A new column called Percent Distribution will appear in the Structured Income Plan.
Step 5: Display Options: Click on the green Display Option button underneath the Structured Income Planning sub-heading.
Step 6: Hide % Distribution: Click on the green Hide % Distribution button located in Column Display Options Table.
Step 7: Structured Income Planning Page: The Percent Distribution Column will be removed from the Structured Income Plan.
Step 8: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 9: 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 10: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 11: 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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