Add the funding for your plan.
To specify which existing client accounts will be used for the plan, click 
. The Add Accounts dialog box opens. Select the accounts to use, then click OK. The selected accounts will be displayed on the screen.
To add cash or funds not included in existing client accounts, click 
. The Generic Account dialog box opens. Name the account, and add the dollar value (and allocation if desired). Click OK. The new generic account will be displayed on the screen.
When you have finished entering accounts, click 
. The Graph screen opens.
You can also remove accounts that you have made available.
To remove accounts from plan:
Select the accounts you want to remove by checking the box to the left of the account name.
Click 
. A message will appear asking "Are you sure you want to delete selected account(s) or income source(s)?"
Click OK. The selected account(s) will be removed from the funding list. (Removing accounts from the funding pool does not delete the accounts from Morningstar Office.)