First, pull up the household overview for a client and click the “Links” menu option (highlighted in red below):


From the drop-down, you have two options. The first menu option “HiddenLevers” will take you to a live stress test for the holdings you are looking at. The second option “Hidden Levers Proposal” takes you directly to the proposal report generation screen. Please note, the “Hidden Levers Proposal” option is a placeholder option right now. It will be functional on Monday after this weekend’s software update. See below: