To invest clients in a Customized Index model:
- From the Classic TWS Portfolio page, use the selector to choose the account you want to invest.
- Find and click Reallocate on the far right side of the page.
- In the Financial Instruments field, select the Model in which you want to invest your clients.
- Define the investment amount by specifying either the Target % or Target Amount. Be sure you are on the same line as the model you want to invest.
- Use checkboxes to define any investing criteria.
- Click Create Reallocation orders.
- Expand the Investment Orders section below the list of models to see your orders.
- Modify as needed the Transmit All.