Creating a hypothetical illustration from an account

1. In the left navigation pane, click Portfolio Management. The Portfolio Management tab opens.

2. In the left-hand column, click Accounts. The Accounts spreadsheet opens.

3. Select the account you want to use to create the hypothetical illustration by checking the box to the left of the account name.

4. From the Action menu, click Create Hypothetical Illustration from account. The Hypothetical Illustration tool opens to the Investments tab, and all the account holdings appear in the Items Selected box.

Creating a hypothetical illustration