In the Plan Values window, you can enter alternate values for securities in the account(s) or exclude holdings from the plan. Please note that these actions affect only the plan and do not impact your client's actual account(s).
If you want to enter values for holdings that differ from the market value, click in the Plan Value column and enter the desired value.
To exclude a holding from the plan, enter 0 in the row for that holding.
To clear your entries and return to the original values, slick Reset Values.
When you are finished, click Save.