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Help Center | 877.844.7213
Knowledge Base
Solutions
Knowledge Base
My Account
Account Setup
Get Started
Data Entry
Software Illustrations
Retirement Planning
Social Security
Taxation
Roth Conversions
Planning Techniques
Risk
General
Insurance
Knowledge Base
How to Articles & Guides for all Covisum tools.
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How do I login?
How do I change the email address associated with my software subscription?
How do I cancel my subscription?
I locked myself out of my account, now what?
How do I change the credit card on my subscription?
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Has my Broker-Broker Dealer approved Covisum tools?
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Account Setup
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How do asset classes work in Income InSight?
What are “Smart Symbols”?
How Does the Integration with Morningstar® ByAllAccounts® Work?
Aggregate Client Accounts with Morningstar ByAllAccounts
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Get Started
Tutorial of Social Security Timing
How to Input a Case into Social Security Timing
Video Tutorial of SmartRisk
Video Tutorial of Income InSight
Video Tutorial of Tax Clarity
How do I run a client report?
My broker dealer does not allow us to give tax advice. How can we handle that issue?
Are Intake Forms available?
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Data Entry
How do I trigger the Social Security earnings Test?
How do I enter account information?
Are There Pre-Built Model Portfolios?
How does Tax Clarity demonstrate the sunsetting of the Tax Cuts and Jobs Act of 2017?
Where do I add the standard deduction and exemptions in Tax Clarity?
How do I enter a WEP/GPO case into the software?
How do I enter assumptions in Income InSight?
How do I enter a permanent life policy in Income InSight?
How do I enter my client's income into Income InSight?
How do I input long-term care insurance into Income InSight?
How do I enter a Social Security benefit into Income InSight?
How Do I Enter My Client's Accounts in Income InSight?
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Software Illustrations
How do I delete a Social Security strategy?
How does the SmartRisk portfolio comparison feature work?
How do I generate alternate strategies in Social Security Timing?
Deleting a Scenario in Tax Clarity
How to Create Multiple Scenarios in Tax Clarity
Why does my client's Social Security strategy reflect a claiming date that has already passed?
How does the Social Security Timing break-even chart work?
How do I show the impact of Social Security benefit cuts with Social Security Timing?
What Is the Long-Term Care (LTC) Stress Test Based On?
How is the down market stress test modeled in Income InSight?
Roth Conversions to Lifetime Effective Rate in Income InSight
Why do I still see tax in the long-term care stress test in Income InSight?
Can I manipulate the Results Graphs and view plan cash flows in Income InSight?
How do I see Roth Conversion strategies?
How Do I Compare Strategies in Income InSight?
Can I customize a Roth conversion?
Creating Roth conversion strategies in Income InSight
Will high inflation affect my client's Social Security claiming strategy?
How do I show the impact of Social Security benefit cuts using Income InSight?
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