Open Advisor Settings from the account menu.
Open Financial Insights Settings.
Select Rate of Return or Asset Types - Rate of Return, according to the label shown.
Review the visible asset classes and enter advisor-approved values.
Add or edit a custom asset class only when that control is available.
Select Save.
These settings provide starting return and asset-class values when a new scenario is created. Changing them later does not update an existing scenario, and copying a scenario keeps the source scenario's values.
To update the supported return and asset-class fields on an existing scenario, open its Rate of Return Assumptions and select Sync with Advisor Settings. This updates the supported return fields, not the whole scenario.