Financial AdvisorsAllocation Method XML Format

MonetaryAmount

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The Monetary Amount method calculates the number of units to be allocated based on the monetary value assigned to each account.

<?xml version="1.0" encoding="UTF-8"?>
<ListOfGroups>
  <Group>
  <name>MyTestProfile2</name>
  <defaultMethod>MonetaryAmount</defaultMethod>
  
  <ListOfAccts varName="list">
  <Account>
    <acct>DU6202167</acct>
    <amount>1000.0</amount>
  </Account>
  <Account>
    <acct>DU6202168</acct>
    <amount>2000.0</amount>
  </Account>
  </ListOfAccts>
  </Group>
</ListOfGroups>