A market crash toggle applies a temporary drop on the scenario. It is separate from Monte Carlo, which randomizes returns across many runs. See Understanding Monte Carlo analysis.
Open the client's Financial Insights and confirm Current Scenario.
Select Add Toggle. Create New opens on New Toggle.
Open What If and select Market Crash.
Enter a Name and the Percentage Drop.
Enter the Year, or check Start from Retirement.
Turn on the asset classes the drop applies to: Canadian Equities, US Equities, International Equities, and Alternatives.
Select Save Toggle.
Review the affected years in Details, especially cash flow and net worth. Clone the scenario first if the current plan should stay unchanged.
The size of the drop, the year, and what the client should do about it stay with the advisor.