Creating a New Portfolio in the Client Portal
If a user of the Client Portal wants to create a new portfolio with a different model, they can begin it from the Client Portal with the following steps:
- Log in to the Client Portal.
- Scroll to the bottom of the Overview tab.
- Click on the CLICK HERE link to complete the risk questionnaire.
- Complete the risk questionnaire just like when first onboarded. If the same answers are given as before, the new portfolio will be assigned the same model.
Related Articles
Client Portal Settings and Branding
The Client Portal settings page allows you to configure the experience your clients have on your Client Portal. Many of these settings will be established by your Onboarding Engineer in onboarding, but you can always come to this section to make ...
Creating a New Opportunity
Opportunities can be created for an existing Contact or you can create a new Contact as part of the process of creating the Opportunity. Opportunities may involve new business/account opening or performing account activity on an existing account. To ...
Client Portal Navigation and Features
Once a prospect or client has been registered as a Client Portal user, they can log in to the primary Client Portal interface. The various options and functionalities are described below. Any user in a household with a login has access to the same ...
Generating a New IPS for Portfolio Changes
When clients update or edit their questionnaire on the client portal, a new Investment Policy Statement (IPS) will be generated, which the client is prompted to approve. This feature, if enabled, will require clients to “confirm” their changes before ...
Creating and Inviting Users to the Client Portal
End-Client access to the Client Portal is automatic for anyone who has gone through the prospect flow and created a profile for themselves. For clients who have had accounts opened through the Advisor-led process, access to the Client Portal must be ...