Through Sandbox mode, users can freely make changes to their financial plan without worrying about making unwanted changes to the original plan built by an Advisor.

Sliders and Toggles will be your best friends in Sandbox mode.

Sliders are quick ways of adjusting the plan.

Toggles are “What-if” tools that allow you to tailor a scenario.

Once your advisor has granted you access to Sandbox mode, you will be able to access it in 2 ways:

Step 1: By clicking on Financial Insights from the main dashboard

Step 2: By clicking on Show More on the Financial Insights card

You will then land on the Financial Insights Page.

To enable Sandbox mode, click on the button on the right of the page.

Notice that initially, the Sliders and Toggles section will be greyed out. These will become active once Sandbox mode is turned on.

Once activated, you will be able to move the options in the Sliders section.

You will also be able to add a Toggle.
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After changing the Sliders or adding a Toggle, the loading screen will reload to re-calculate all the details on the Financial Insights page.

Once you are satisfied with your changes, you can save the settings by clicking the Save button.

This will create a new scenario that will also be viewable by your Advisor.
Other scenarios shared by your advisor will also appear here.