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After you have created share profiles, you can select one when you create an order.
To edit a share allocation profile
From the Advisor Setup top menu, select Profiles.
Select a Profile Name and click Edit.
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.
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.