How to Create a Custom Model

Watch this video to learn how to create a custom model in the Advisor Portal
 

 

Create a New Model:   Click the Trading tab in the main menu   Select Model Maintenance from the drop-down menu

• Click Add Model and select Enter Holdings

 

• Assign a Model Name

 

• Under Asset Allocation, search and select each applicable security

 

• Enter Lower and Upper Tolerances and Allocation percentages
  • Total allocations must equal 100%
  • It is best practice to include at least 1% custodial cash within the allocation

 

• Once all fields are complete, click Save Model