Assign Models to Accounts

Assign Models to Accounts

One of the getting started steps you took was connecting your clients' managed accounts to your dashboard. One of the steps you had to take was assigning each account to a client's profile to ensure the right account is connected to the right client. Another step you can take is assigning the models you select or build to the accounts. This step is required if you plan to trade and rebalance an account for each individual using your dashboard. Even if you do not use your dashboard to trade and rebalance the accounts, it still is good to connect the portfolio model to each account so that it's security and class makeup is clearly represented for you and the client.

You can access this feature in three places:

1. While you're building the model in the Models section of your dashboard.

2. While in your Accounts section section of your dashboard.

3. After creating a custom model or adding a strategist model to your collection.

 

1. While you're building the model in the Models section of your dashboard.

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2. While in your Accounts section section of your dashboard.

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3. After creating a custom model or adding a strategist model to your collection.

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