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Use Default

Use the Use default check box to choose whether to use the default message for the MyBlocks by MoneyGuide SSO dashboard tile or compose your own message.

Your choices are:

• Selected: Use the default message displayed in the Message field.

• Cleared: Type a custom message to display on the dashboard tile.

For more information about MoneyGuide tiles, see Introduction to the MoneyGuide Integration and Use MoneyGuide Data in Tamarac.

For more information on dashboard tiles, see Client Views - Dashboard Tiles.

The following related links may be helpful:

• Create a Client View
• Setting Up Client Portals
• Learn More About Client Portals