Asset Class Wizard

To add an asset class to the Definition Master, do the following:

1. In the Asset Class Name field, enter a name for the asset class.

2. Enter a Description for the asset class.

3. The Source defaults to User Defined.

4. Click the magnifying glass associated with the Reporting Benchmark field and select an index. Click OK.

5. The system automatically defaults the Planning Benchmark to the selected Reporting Benchmark when the Same as Reporting Benchmark box is checked. To select a different benchmark for planning, use the magnifying glass associated with that field.

6. Click the Broad Asset Class drop-down and select an asset class.

7. In the Tax Exempt Status area, check the boxes indicating exemption from Federal income tax, Federal capital gains tax, State income tax, or State capital gains tax, if applicable.

8. Click OK. A dialog confirms that the asset class is saved.

9. Click OK. The user-defined asset class appears on the Asset Classes page.