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Video Demo: Create a Scenario
Video Demo: Create a Scenario

This video demonstrates how to create a Scenario in your Plan.

Nancy Gates avatar
Written by Nancy Gates
Updated over 3 months ago

Please be aware that some data such as account information and primary residence information are shared across plan scenarios.

This means when you make a change to these areas in one scenario, the change will be reflected in all scenarios.

See this article for more information.

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