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Reallocate Client Funds Among Models

Use the "Reallocate" feature from the sub account window to quickly redistribute invested funds among Models.

To reallocate funds among Models

  1. From the Portfolio tab, select the client whose investments you want to reallocate.
  2. Right-click the Models header row.
  3. Select Reallocate.
  4. Modify the Percent of Allocation as desired for the existing models.
  5. Click Submit to transmit reallocation orders.



Important Disclosures