Please note: Our office will be at limited capacity from July 15th through the 19th. We will hosting our Spending Game Summer School at Bryan College in Dayton TN!

How can we help?

Need to Change Client Age or Projection Age for Existing Scenario & Accounts


If you realize you put the wrong age for a client or the wrong projection date in your Spending Game scenario Overview and need to change it after adding/creating accounts, you will need to verify the information in every account that you are making contributions or in-flows through.  The best practice is to make sure that your overview is 100 percent accurate before you add accounts but if you have to make a change be sure to screen your accounts carefully.



Have more questions? Submit a request