Resource Center

How do I print a client’s plan?

To print a client’s plan, you first need to download the PDF of the client’s plan.

You can generate a PDF version of the financial plan by clicking on one of two places: "Download PDF" on the client's Overview page, or "Download Plan PDF" when you select the down arrow next to the client's name in the top left column of their plan.



You can print your client's plan from the downloaded document.

Note: You can only download a client’s plan in PDF format.