Use Rebalance if the Actual Allocation amounts have become out of sync with your targets, or If you want to change the Target Allocations. When the rebalanced allocations are Saved, you “Create Rebalance Orders” to sell some instruments and buy others to achieve the updated Target Allocations. You can rebalance your models at any time. Once you rebalance, the Rebalance orders attempt to hit the new Target Allocations…

You can withdraw a cash amount from your Portfolio Model using the Divest (Sell) tile to the right of the Portfolio Model table. Enter an amount to divest, preview and modify individual order parameters as needed, then Submit…

These models are managed by your Advisor and can only be created by Advisors in Trader Workstation. You can view your model portfolios in Client Portal. From the Portfolio tab select Portfolio Model.

1. Use the Enter Symbol or Company Name field to add instruments to your model…

A Portfolio Model allows individual traders to create a portfolio of financial instruments that they can invest in using a single investment. Instead of setting up individual trades for each instrument, you invest in a model comprising a group of instruments, and the system buys shares for all instruments based on the rules of the model…

Once you have saved your Target Allocations totaling 100%, you can use the Invest (Buy) tile to the right of the Portfolio Model table. Enter an investment amount, preview and modify individual order parameters as needed, then Submit…

MANAGE TRADING PERMISSIONS

Yes, if your account is enabled for Fractional Share trading then you can use fractional shares for Portfolio Models…

Both Limit and Market orders are supported in Portfolio Models. …

Yes. If you have created Portfolio Models, the Positions section of your Portfolio will display your non-model positions in an "Independent" section, and will include expandable sections of positions for each model you have created. …

When you are creating your Portfolio Model, you need to specify how you want your investment allocated among the assets in the Portfolio Model. Target Allocations are the instructions that determine what percentage of the invested amount is allocated to each asset. The total of all allocations must equal 100%…

Yes, click the pencil icon to the right of the default name and create a meaningful label. You can only rename the model once. …

Target Allocations are just that; targets that the system tries to hit. The Actual Allocations may differ slightly from the targets, and over time they may become significantly out of sync. You can Rebalance a model at any time to re-align the target allocations with actual allocations…

Currently, Portfolio Models support US Stocks and ETFs…

Advanced view allows you to import a .csv file of financial instruments, and export a completed Portfolio Model to .csv using the Import/Export buttons. It also includes more per-instrument information in the form of extra columns in the data line…