Generic Account

Add cash or funds not included in existing client accounts.

1. In the Account Name box, type in a name for this account.

2. In the Initial Balance ($) box, enter the beginning balance of account.

3. In the Ongoing Annual Contribution ($) box, enter the amount you plan to contribute annually to the account.

4. In the Start year box, enter the first year of ongoing annual contributions. System defaults to current year.

5. In the End year box, enter the last year of ongoing annual contributions.

6. In the Edit Asset Allocation area, edit the allocation breakdown of this account. The default allocation is 100% Cash.