Use the return settings shown on the selected scenario. Advisor Settings provides starting defaults; the scenario keeps its saved assumptions.
Review the available settings
Open Financial Insights and confirm Current Scenario.
Open Assumptions.
Review Asset Types - Rate of Return for the scenario-level asset-class settings.
Open Detailed Returns when it is available.
Locate the intended account and enter the client-approved setting using the fields shown.
Save when prompted.
Record the scenario, account, saved setting, and affected years before reviewing Details.
Advisor Settings defaults and scenario values are separate layers.
The available return controls can vary. Confirm the fields shown for the selected scenario, and ask Planworth Support about account eligibility, fees, formulas, or an unexpected projected result.
If a saved return setting and displayed result cannot be reconciled, contact Planworth Support with the scenario, account, saved values, year, and Details rows. Return selection and suitability remain with the advisor.