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Model Portfolios

Models provide an efficient process for managing multiple trading strategies for your clients without requiring them to open multiple accounts. Client investments are allocated among instruments in a Model based on the Model's allocation ratios as defined by the account manager.

Note:  To use Model Portfolios, log into Client Portal and from the Settings > Account Settings page subscribe to Model Portfolios.

Create a Model

Initially Fund and Populate a Model

Establish Target Percent Allocations

Fund the Model

Purchase Model Investments

View Models and Positions

Invest Client Funds in a Model

Invest in Multiple Models

Divest from a Model

Withdraw Cash from a Model

Rebalance a Model

Reallocate Funds

Monitor Model Activity

Delete a Model

Important Disclosures