There are four ways to invest your client's funds into a portfolio.
- Account-specific rebalance
- Rebalance Management
- Basket Trader
- Portfolio Drift Management
Account-specific rebalance
Select the client's account under "Clients/Accounts" and click "View."
On the next page, click the "Rebalance" button on the upper right-hand corner. From there, you can rebalance this account into a portfolio that is linked to this account. You can also change this account's portfolio on this page.
For a detailed rebalance process from there, please refer to "How to rebalance your clients' portfolios."
Rebalance Management
Go to "Rebalance" and you will see system flagged status.
Choose a status, you will see accounts accordingly. From there you can rebalance those accounts into portfolios.
For a detailed rebalance process from there, please refer to "How to rebalance your clients' portfolios."
Basket Trader
Go to "Trading." Choose accounts and input tickers, quantities and prices.
You can also download a basket file and upload the trades. Then click "Transmit All" and all the trades will be submitted.
Portfolio Drift Management
Go to "Portfolio/Portfolio List" and click refresh. You will see one or a few portfolios are out of tolerance. Click "Out" if you want to see the drift details. For example, see this "60/40" portfolio below:
On the next page, scroll down, and you will see each account invested in that portfolio and which one is out of tolerance. Then click Rebalance.
From there, you can pick and choose accounts, then create a rebalance order.
For a detailed rebalance process from there, please refer to "How to rebalance your clients' portfolios."