Trading, Portfolio and Model

Trading

• Fractional shares trading via TradingFront
• Turn on fractional shares trading
• What products can I trade on the TradingFront platform?
• How to invest your client's funds into a model portfolio
• How to rebalance your clients' model portfolios

Model Porfolio

• How to create an investment goal
• How to create a model portfolio
• How to assign a client to a different model portfolio
• How to customize asset class for different tickers
• What is the difference between a model and a portfolio?