Elevate - Savings fixed rate of growth

Q. How do I show a fixed rate of growth on a savings account?

A. The Elevate release of Voyant is, based on AXA's specs, defaulted to "grow all accounts using asset allocation", which means that the Growth Rate % field is disabled (greyed out) and the growth rate is instead derived from the asset allocation set for the account under Advanced Settings > Asset allocation or if it is a cash account, entered on the Savings screen, the account will be grown using the assumed growth rate for a 100% cash allocation.

You can switch this preference off, however, which would give you the option to use either a fixed growth rate or an asset allocation for your accounts.

Instructions on where to find this setting can be found in te following topic from our knowledge base.

https://planwithvoyant.zendesk.com/hc/en-us/articles/201553416