How do I divest from a Portfolio Model?

The Cash Raise tool allows you to withdraw cash from a model investment for a specific account. You have two options:

Sell a position: …

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…