How to assign a client to a different model portfolio


A client brokerage account can be linked to a model portfolio. This article shows you how to change the linked model portfolio and what to do after the change. 

  1. Change the model portfolio on a client account
  2. Rebalance Into the target model portfolio

 Change model portfolio on client account

1) Go to "Clients/Accounts" and click "View" in any row.



2) Click "Change Portfolio" in the Account Information section.



3) Select the target portfolio and click "Save."



Rebalance into the target model portfolio

After you click the "Save," you will be directed back to the Account Detail page. You can click "Rebalance" and follow the rebalance steps to rebalance this account into the target model portfolio.