Advisor Notes

Would you like to record some information about your scenario for your own reference?  Snap has a text window that allows you to do this.  These notes are not included in the Client Report. 

Click the Notes icon beside the scenario name from the top navigation bar.

A Scenario Notes window will open up, add the notes and click Save. 

Once you have added notes, the icon will change to a new icon to indicate that notes have been included.

The same notes window is shared between the Client, Spouse, and Combined Planning pages. When you copy a scenario, the notes will be copied to the new scenario.