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.

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

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