As of September 29, 2020, you will only have one group of financial assets and debts. This is a change from how the tool previously worked, allowing different scenarios to have varying accounts and account balances. Note that you will still be allowed to vary growth rates within each scenario, but the accounts themselves will be consistent.

Your scenarios may have been impacted if you had accounts that fell into one or more of the following situations:

  • The scenario with the most recent updates to account information was not in your baseline plan.

  • You linked accounts to your financial institutions in scenarios, and the linked accounts were not part of your baseline plan.

  • You have accounts in scenarios that are being drawn upon for future income/expense/withdrawal models.

If you have any questions, please contact the help desk.

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