Open Advisor Settings from the account menu.
Open Financial Insights Settings.
Select Portfolios or Portfolios - Asset Allocations, according to the label shown.
Review the portfolio, allocation, and fee fields available in the workspace.
Enter the advisor-approved values.
Select Save.
These settings provide starting portfolio, allocation, and fee 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 portfolio and allocation fields on an existing scenario, open its Portfolios Assumptions and select Sync with Advisor Settings.