Creating a Portfolio

To create a new portfolio for the current client:

• Enter a name for the Portfolio
• If this client has one or more asset allocation profiles, you can associate it with the portfolio by selecting it from the pulldown box.
• Click either
  • No Cash Balance or
  • Use Cash Balance, and enter the amount in Canadian and/or US funds, as well as the effective date.
• Click Create. The portfolio is created.

You now have the option of adding new funds, stocks or other investments to the portfolio.