What are the Rebalance, Order and Allocate, Master Account Currency buttons?

With in the Advisor Broker Portal the advisor can select the Order and Allocate Tool along with having the option to select the display currency. These buttons can be found by logging into the Advisor Portal and selecting the Menu in the upper left. From the Menu drop down choose Accounts - Portfolios and on that page the buttons will be along the upper right side.

Order and Allocate - The Order and Allocate button will open the order ticket which will allow advisors to created an allocation order which will allocate across the accounts in their portfolio.

Master Account Currency - The Master Account Currency drop down will allow advisors to view their account and position data in Native Client Account Currency (local currency) or Master Account Currency (the advisor's master account base currency). If the currency is being converted then the last available closing spot rate is used.

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