Adding and editing accounts

Summary

• Add pensions, ISAs, GIAs, and cash accounts from the dashboard's Update Plan tab.
• Each account has its own balance, contribution schedule, fee percentage, and portfolio allocation.
• Changes save automatically when you run a new simulation.

Adding and editing

You can add pensions, ISAs, GIAs (General Investment Accounts), and cash accounts from the dashboard's Update Plan tab. Each account has its own balance, contribution schedule, fee percentage, and portfolio allocation. To edit an existing account, click its name in the Update Plan tab to expand its settings. Changes are saved automatically when you run a new simulation.

Frequently asked questions

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