Fund a Model

If you have defined target percent allocations, the initial investment will be automatically allocated based on the defined allocation percents. If you haven't defined target percent allocations, you will need to populate the model after it has been funded.

To fund a model

  1. From the Display Selector, choose the client account that will be investing in the Model.
  2. Right-click the Model in which the client wants to invest, and click Invest in [MODEL NAME].
  3. Enter the investment amount and click Submit.

 

If you have defined target percent allocations, the funds will automatically be allocated among the investment instruments and the appropriate orders will be created. Click "Transmit All" to submit the orders.