Can I apply this globally, or is it an individual setting?

Choosing to enable a glide path is an individual setting for existing clients, but you can set this as your global preset for all new client plans you create going forward!

This can be done via the Advisor Portal > Client Settings > Client Presets tab, by choosing the 'Enable Glide Path' option for the Allocation Method setting:

For additional assistance within RightCapital please contact our Support team.

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