FirstNet Adviser help

Adding Accounts to a Model Portfolio

How do I add more client accounts to a model portfolio?


To add client accounts to a model portfolio you will need to:

  1. Go to the Tools section, select model portfolio from the left hand navigation.
  2. From the list of model portfolios, select 'Assess account impact' or 'Add accounts to the model' from the drop down list and click 'Go'.
  3. Click 'Select account' and the search screen will display.
  4. Choose Quick search or Advanced search, enter your search criteria and select your clients from the search results and click 'Next'.
  5. You will then be returned to the 'Assess account impact' screen. Check the accounts you wish to add, print a client analysis report then either select 'Add to model and transact' or 'Add to model no need to transact'.