Navigate to the prospect profile in the web that you want to add details to. 

Click to add Asset and Debt accounts from this dropdown. Here you will also be able to enter in any savings contributions to those accounts. 

Here is an example of adding a checking account. 

Adding in the value and recurring savings contribution. 

Select any list debts that you want to add and save. 

Once all Assets and Debts are entered, click this icon to close.

Click the TR box in yellow to add in tax details. 

Click the Ir box in blue to add any insurance details. 

Once all of the data is entered you should see a completed scorecard and Personal Financial Statement. 

How to Enter Client Data Manually