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Reallocate Client Funds Among Models
Use the "Reallocate" feature from the sub account
window to quickly redistribute invested funds among Models.
To reallocate funds among Models
- From the Portfolio tab, select the client
whose investments you want to reallocate.
- Right-click the Models
- Select Reallocate.
- Modify the Percent of Allocation as desired
for the existing models.
- Click Submit
to transmit reallocation orders.