Asset Allocation Details <goal>

This page covers the following location(s) in NaviPlan:

Set Goals - <goal> - <goal> - Asset Allocation Details

Procedures

Procedures

ClosedHow do I customize the Investor Profile for a single goal only?
  1. Under Select the asset mix you would like to review, select an option.
    Example: For the education goal, you must select an option other than All Education Accounts if you want to override the selected investor profile.
  2. Select the override option for the retirement period.
  3. Select the asset mix you would like to use from the Investment Profile menu.
  4. When you are satisfied with these options, click OK.



Important!: This form is designed to collect your feedback, not to provide support. Use this form to make suggestions to improve the Help system.

For technical assistance and product inquiries, please contact Advicent Solutions Partner Support:


NaviPlan is a registered trademark of Advicent Solutions, Inc.