Open Advisor Settings from the account menu.
Open Financial Insights Settings.
Select Base Assumptions.
Review the fields shown and enter the advisor-approved defaults.
Select Save.
These defaults provide starting Base Assumptions when a new scenario is created. Changing them later does not update an existing scenario, and copying a scenario keeps the source scenario's assumptions. Sync with Advisor Settings under Rate of Return and Portfolios does not update Base Assumptions.
Open the intended scenario and confirm its saved Assumptions before relying on them. If a new scenario does not show the expected starting value, contact Planworth Support with the saved default, scenario, and screenshot.