Viewing or Changing Model Assignments
Model assignments for accounts can be viewed from the Manage Clients > Model Assignments tab. Click 
to display details about the investments in the assigned model.
Reassigning Models
- Navigate to Manage Clients > Model Assignments.
- Use the Filter by models and Search to locate the account to modify.
- Use the Model drop-down to select and set a different model for the account. You will be asked to confirm the change.
Users of the Client Portal will see the change on their next login.
NOTE: Changing the model with this method does not generate a new IPS. You will need to use the Grow Practice > Dashboard to generate a new IPS or complete one offline if needed.
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