FirstNet Adviser help

The only details you can update on a saved model portfolio are the model portfolio name and the asset allocation tolerance. To update a model portfolio:

1. Go to the Tools section, select Create model portfolio from the left hand navigation.
2. From the list of model portfolios, select the Action 'View model portfolio settings' from the drop down list and click 'Go'.
3. The model portfolio settings will now be displayed.
4. Update the model portfolio name or asset allocation tolerance and click 'Save'.

Note: If you need to update your investment selection you will need to create a new model portfolio.

To update the asset allocation tolerance:

1. Go to the Tools section, select Create model portfolio from the left hand navigation.
2. From the list of model portfolios displayed, select the Action 'View model portfolio settings' from the drop down list and click 'Go'.
3. The model portfolio settings will now be displayed.
4. Update the asset allocation tolerance and click 'Save'.

Note: Updating the asset allocation tolerance may affect the alignment status of the accounts attached to the model portfolio.