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.
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