Model Portfolios can be enabled only on Financial Advisor and Money Manager master accounts via Advisor Portal.
Financial Advisors and Money Managers can use the button above or follow the below procedure to enable model portfolios on their master accounts:
- Log into Advisor Portal.
- Select the User menu (head and shoulders icon in the top right corner) followed by Settings.
- Under Account Settings find the Account Configuration section
- Click on Model Portfolios to enable the feature.