Printing a user’s financial plan

Advisors can print a client’s full financial plan or a 5-page plan summary to PDF. Steps to view and print to PDF are outlined here.

• In your admin account, navigate to User Admin > Users where you will see a full list of your active clients
• Find the client in the list of active users and click on their name or email address to visit their user details page
• To print the Full Plan: Select the Actions drop-down menu located to the right of the main heading and click Print full plan
• To print the Plan Summary: Select the Actions drop-down menu located to the right of the main heading and click Print plan summary