What does selecting 'Save as DEFAULT' accomplish?

• A. It applies to all existing clients
• B. It applies to the advisor's account
• C. It applies to a single client
• D. It applies to new clients by default

Answer: (D)

Saving as DEFAULT stores the current settings as the standard for any new client you create. In practice, that means when you start a new client profile, the fields and preferences you saved will automatically be filled in, so you don’t have to set them up from scratch each time. This is about future entries, not retroactive changes to people already in the system.

Because it’s about new entries, it won’t change existing clients’ information, and it isn’t meant to apply to just your own advisor account or to a single client. The default travels forward to new clients by design, which is why this option is described as applying to new clients by default.