ssa.gov

Creating Asset File (*.zip) to import

The program offers a way to import an asset file ("File"/"Import Asset Data ...") but the way to create this file is not documented in the Help Manual and not mentioned in the Forum. I presume the expectation of ESPlanner-Plus is that the file was created from an external source, but I cannot determine that from the documentation. A similar quandary arises in the Social Security section, where the invitation (via a radio button) to "paste from ssa.gov" is offered but again without documentation nor reference in the Help Manual.
Suggestions?

We use cookies to deliver the best user experience and improve our site.