Model Portfolio
Advisors can use Model Portfolios to easily invest some or all of a client's assets into one or multiple custom-created portfolios, rather than tediously managing individual investments in single instruments. Models allow the advisor to establish target percentage allocations for the custom portfolio, and to re-balance as desired using this technology.
A Model Portfolio can invest in stocks and single leg positions. The advisor can choose to establish target percentage allocations or to keep them dynamic, investing a portion of clients' funds into the portfolio and then simply trading the model's assets. Trades made in a Model Portfolio are automatically allocated as specified among the invested clients' accounts
Before you can use Model Portfolios for your advisor account, you need to have the functionality enabled.
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration.
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Select Model Portfolio
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Click on the check-box to the right of Configure Model Portfolios and select continue.
