How to create allocation groups in the Advisor Portal order ticket?

You can use an Account Group to automatically calculate ratios and allocate shares to a pre-defined group of accounts based on a selected allocation method. When you create an order and choose a group, the order uses the default method to allocate shares among the accounts in the group…

You can use an Account Group to automatically calculate ratios and allocate shares to a pre-defined group of accounts based on a selected allocation method. When you create an order and choose a group, the order uses the default method to allocate shares among the accounts in the group…

You can use an Account Group to automatically calculate ratios and allocate shares to a pre-defined group of accounts based on a selected allocation method. When you create an order and choose a group, the order uses the default method to allocate shares among the accounts in the group…

You can create Profiles that allocate specific percentages or shares of each order into individual accounts.

When logged into the Advisor Master account in Mosaic you can create a new Allocation Profile before entering an order. Go to the Mosaic Order Entry window click in the Allocation field and in the drop down click on “Setup”. This takes you to the Global Configuration window…