Set Default Account Benchmark

Set default benchmarks for your new accounts added into your practice.

1. From the top menu in Office, select Tools, Settings, User Default Account Benchmark.

2. The Primary Benchmark defaults to Morningstar US Market TR USD. To select a different benchmark, click the drop-down menu and choose Select Benchmark.

3. From the Select Benchmark dialog box:

   1. Use the drop-down menu under the Within field to select from one of the research universes, categories, objectives, custom benchmarks, or indexes.

   2. The Find By field is optional. If you choose to enter data here, use the drop-down box to select the type of data to enter. Select Begins with or Contains, and then enter your search criteria.

   3. Click Go to populate the Available Records section.

   4. Highlight the investment to use as the benchmark, and then click OK to return to the previous screen.

4. Follow the steps outlined above to set a Secondary and Tertiary Benchmark. These are optional.

5. Click OK.

Note: These default benchmarks do not apply to hypothetical illustrations.