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Divest Funds from a Model

Quickly divest client funds from a Model.

To divest from a Model

  1. From the Display Selector, choose the client account that will be divesting from the Model.
  2. Right-click the Model from which the client wants to divest, and click Divest from [MODEL NAME].
  3. Enter the divestment amount and click Submit. This action triggers orders to sell assets in the Model equal to the value being divested, in the same proportion they are held in the Model.




Important Disclosures