Open Advisor Settings from the account menu.
Open Financial Insights Settings.
Select Display Options.
Review the controls shown and enter the advisor-approved settings.
Select Save.
Before presenting or generating client-facing material, open the intended scenario and verify the visible result directly.
This article does not define which controls are available or how Display Options affect new or existing scenarios, charts, flags, drawers, Plan Review, Presentation Mode, Report Wizard, or PDFs. It also does not establish inheritance, persistence, synchronization, or feature availability.