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.
- Use the Enter Symbol or Company Name field to add instruments to your model.
- Set a Target Allocation for each instrument. The Target Allocation is the percent of invested funds you want to allocate to each asset. Note that your total allocation percentage must equal 100%.
- Click Save once you have completed your Target Allocations.
- From the Invest (Buy) panel to the right of the model:
- Enter the amount you want to invest.
- Click Preview Invest Orders.
- Review the set of investment orders and modify price, order type, and other parameters as needed. When set, Submit the orders.