Welcome! Adding clients is a breeze, and it all starts here.
Enter Family Details
Start by entering information about the client’s immediate family.
Click on the client card to add birthday, planning horizon, and residence state.
Click on the co-client card to rename the co-client, add birthday and adjust the planning horizon if needed.
Click on the blue "Add Participant" button to add additional family members, including children, grandchildren, or others.
If the tax filing status is set to Married Filing Jointly, select yes or no from the dropdown.
If the tax filing status is set to Married Filing Separately, specify which client is claiming the dependent.
To update your tax filing status, please navigate to Profile > Expenses > Tax Expense and Fees card. For more information on tax filing status, please reference this help center article.
Click on either the client or spouse card to adjust their planning horizon, which reflects their life expectancy. The default planning horizon is 90; you can change that for new clients under the Client Presets.
If there is no co-client, mouse over the "Co-Client" card to reveal the "X" in the upper-right-hand corner. Clicking the "X" will delete the "Co-client" card. When attempting to remove family members from a financial plan, the system will display a warning message reading, "All information related to the child will be deleted and cannot be recovered. Are you sure you want to proceed?".
