1. Log into your MoneyGuidePro and go to Admin

2.Click on “User Options” to set up HiddenLevers (See below)

3. Click on “Partner Options” to access a list of Partners.

4. Scroll down with your mouse until you see “Allow HiddenLevers” 

5. Check “yes” (this should only need to be done once):






6. Click on the “Main Menu” on the top left corner to return to the main page.

7. Click on “Start Planning” then select your client.

8. Click on “Options” then “Portfolio Stress Test” in order to launch HiddenLevers. (You will be required to log in using your HiddenLevers user ID and password for the first time).