How do I switch an account into a model portfolio?

This step-by-step summary explains how to switch an account into a model investment portfolio. You can also redirect ongoing contributions into the portfolio if you wish. This will switch all holdings in the account into the model portfolio.

Switching into a model portfolio

① From the homepage, click on the ‘Portfolios’ tab.

② Select the model portfolio you want to switch into from the list displayed.

③ Click on the ‘Portfolio switch’ button at the top of the screen.

• Select ‘Switch in’ (alternatively, you could choose to switch accounts out or to rebalance accounts invested in the model portfolio).

④ On the next screen, complete the fields about the advice that’s been given.

• Confirm whether to switch the account holdings, and/or redirect ongoing contributions into the model portfolio.

⑤ Search for and select the accounts to switch into the model portfolio. You can search for clients using the search facility or by clicking the ‘View all accounts’ option.

• Accounts which cannot be switched will have a yellow symbol displayed next to them. Click on the symbol to find out why the account cannot be switched.
• Click ‘Next’.

⑥ Details of the accounts selected will be displayed on screen. Click on the red cross to remove any accounts if required.

• Click ‘Next’.

⑦ The model portfolio asset details and allocation will be displayed. You can click on the asset names to view more information on them. Click ‘Next’.

⑧ Review the information you have entered.

• Use the ‘Edit’ options to make any amendments.
• Generated documentation will be displayed at the bottom of the screen.
• Tick the declarations and then click ‘Submit’.
• The message at the top of the screen confirms that your instruction has been submitted.
• You can view the instruction from your ‘Recent Activity’ tab on the homepage or within the ‘Activities’ tab on the client’s dashboard.

How do I switch an account into a model portfolio video