Generic Account Dialog Box

1. In the Account Name field, enter a name for the generic account.

2. In the Initial Balance ($) field, enter a dollar amount.

3. In the Annual Contribution ($) field, enter a dollar amount.

4. In the Contribution Start year field, enter a year in yyyy format.

5. In the Contribution End year field, enter a year in yyyy format.

6. In the Edit Asset Allocation area, enter allocation values for the desired asset classes. Values must add up to 100.

7. Click OK.