Please note: Our offices will be closed Monday the 30th of May, 2022 in observance of the Memorial Day holiday.

How can we help?

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

Follow

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

Comments