Saving Your Portfolio Plans
You can save the portfolio plan that you are working on anytime where there is a "Save" button on the Header area of the screen. The saved plan will be displayed along with other saved plans in the "Saved Plans" screen.
You can save more than one plan for each client. For example, based on the investment timeframe, you may wish to have a long-term plan for retirement, a medium term plan for saving for buying a house or for renovation and a short-term plan for planning for a wedding or a trip.
Each saved plan is specific to the user or representative who created it based on the user name and password used to login to knowlegeXchange®.