Help – Planning Toolkit

How do I import a logo in Planning Toolkit?

Back to Help You can import your logo so it appears on the Cover Page in Planning Toolkit. 1. Click Cover Page on the Main Menu screen. 1. Click Import in the Image Logo section. 1. Click on the logo file. 2. Click Open. 1. Your […]

PDF File Not Found in Windows 10

Back to Help If you are using Planning Toolkit with Windows 10 and and get a “File not found” message when you try to open a financial plan in PDF , follow the instructions below: Find the Program Files (x86) […]

Why can’t I access the spouse’s fields in Planning Toolkit?

Back to Help Make sure that the Client/Spouse box is checked in the 2. Select Type of Plan section on the Main Menu screen AND make sure that “Married” or “Common-law” is selected as the Marital Status of the Client […]

Overlapping Text in Net Worth Statement

Back to Help If you get overlapping text when you print the Net Worth or Asset Allocation statements, follow the steps below. The page orientation for these two reports needs to be set to “Landscape” instead of “Portrait”. 1. Click […]

Merge Files Error When Printing to PDF

Back to Help When you print a plan to PDF in Planning Toolkit, you may get the following error message: To eliminate this error message in Planning Toolkit, do the following: Make sure Planning Toolkit is not open. Locate the […]

Why doesn’t Planning Toolkit fill up the entire screen?

Back to Help Planning Toolkit will only fill up the entire screen for monitor resolution settings of 800 x 600. To open the program in full screen, you need to change your monitor’s resolution to 800 x 600. When you are done […]

Using Planning Toolkit on a Network

Back to Help More than one user can share the same Planning Toolkit database over a network. This allows your financial planning team to be more productive. For example, you can have your assistant key in the information for a […]

Print or Preview a Plan in PDF

Back to Help After creating and entering the data for a new plan for Jen & Sam Answorthy, here is how to print or preview it in PDF: 1. Click Print Plan on the Main Menu screen. 2. Click Print on the Print Plan screen. 1. Click Export Plan to […]

Starting a New Plan

Back to Help How to Start a New Financial Plan Click Create /Open Client on the Main Menu screen to open the Clients window. Click NEW at the bottom of the Clients window, type in the client’s name and then click Done. The name of […]

Print Questionnaire in Planning Toolkit

Back to Help Here is how to create a Questionnaire in PDF to collect information for a financial plan. 1. Click Print Forms on the Main Menu screen. 1. Select the forms you want by checking the box next to each form. 2. […]

Changing Advisor Information in Planning Toolkit

Back to Help You can change the Advisor Name, Title and Company in Planning Toolkit. Not all information can be changed, depending on your software license. If you have an individual software license, you can change your Title and Company but not your Name. […]