Setting up an investment profile.
Note: The individual creating the profile is given permission to edit the profile by default, unless they re-assign that permission to someone else by selecting an alternative adviser.
Switch multiple clients from one investment to another.
Note: If logged on as an administrator, paraplanner or firm principal you will need to select an adviser from the drop down box.
Switch multiple clients from one investment profile to another.
Note: A bulk profile switch will automatically trigger a bulk re-balance. If an individual switch is undertaken it is necessary to manually trigger the re-balance.
If logged on as an administrator, paraplanner or firm principal you will need to select an adviser from the drop down box.
How to complete a 'buy' transaction(s)
How to complete a 'sell' transaction(s)
Note: If you specify to sell a monetary amount then the most you can sell is 80% of the fund value. This is because the value of the fund could fall below the requested amount before the sale has completed.
If there are currently any pending trades on the client's portfolio you won’t be able to sell from these funds, and the screen will show a pending transaction.
Switch investment to different funds.
Rebalance a portfolio or change a profile.
Individual re-balancing: to re-balance a single portfolio, click on ‘Rebalance today’ (the process is not automatic for individual portfolios, only for bulk switch/re-balance)
If you change the profile you must remember to select the re-balance date to ensure that the monies move to the new profile.