Viewing and Adjusting 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.
- 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.
Customizing the Model for an Existing Account
If your firm settings allow for editing and customizing a model during proposal creation, it is also possible to customize an account’s model after the account has been opened using the process below. If you simply want to switch an account to a ...
Viewing Client Paperwork
After creating a proposal or opening an account, the final signed paperwork can be viewed from the Grow Practice Dashboard. Simply navigate to Grow Practice > Dashboard, locate the client and click the PDF icon for the paperwork you want to view. ...
Viewing Invoices for a Specific Account
From the Advisor Platform Navigate to Manage Clients > Dashboard. Using the Account, Client, or Household tabs along with the Search options, locate the client or account you want to view the invoice for and click to open it. Navigate to the ...
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