Modify Models

Modify Models

You can modify a model's security makeup by pressing the pencil icon while in the Models section. 

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What can I modify in a model?

You are able to modify the model name, the risk tolerance level, the tax status, the drift (low tolerance and high tolerance), and the percentage total of each individual security for the model. 

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All modifications will be updated for all clients assigned to this model. If you want the same model but with different security percentage, add it again to your firm's models providing it a different name to help yourself distinguish between the two similar models. 

What can't I modify in a model?

Security name, price, ticker symbol, performance data, and asset class are not customizable attributes at this time.

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