What is my Starting Portfolio?

The Starting Portfolio amount represents how much you have saved so far within the Savings Income Event of your Retirement Planner. This can be synchronized with the accounts you’ve added or it can be set manually. To accurately reflect the projection, please ensure that your linked Investment accounts reflect the correct account type as your portfolio is divided into the following sub-portfolios based on the proportions in your accounts:

  • Taxable
  • Tax Deferred
  • Spouse Tax Deferred
  • Tax Free
  • Education

Note: How much you have saved so far is dependent upon the aggregation status of your linked accounts. Any accounts in error may affect this value. If so, please reach out to our Support team to investigate.





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