When you build a plan with Boldin it will only have one scenario and you may add up to 9 additional scenarios. You may re- assign a new scenario as your baseline, however you must always have one baseline scenario. If you would like to delete all of your data and go through the initial onboarding process again, please send a message to the Services Team and they will reset your plan for you.

Managing data between scenarios

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.