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Edit a Share Allocation Profile

After you have created share profiles, you can select one when you create an order.

To edit a share allocation profile

  1. From the Account menu, select Advisor Setup.
  2. From the Advisor Setup top menu, select Profiles.

  3. Select a Profile Name and click Edit.

  4. In the Edit Profile window, you can add or delete accounts, select a different allocation method, or modify the allocated percentage or ratio for any accounts.

  5. Click Save Changes to save the edited profile.

Note:  Percentages allocated must equal 100. If you use ratios, the system will automatically calculate share percentages based on the ratios.

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