How do I set a portfolio strategy for my client?

For a new client:

1. Select the method to open the client’s account; note if you plan to use an invite link (option three) to open your client’s account, please e-mail support@bettermentforadvisors.com to set up a portfolio strategy default at the firm level.
2. After you select the account opening process, you will be able to select the account type on the second interface. 
3. On the third interface, you will be prompted to select the portfolio strategy.
4. Confirm your client’s details and send.

1. On the Summary page on the advisor dashboard, click into the household (or account) in which you would like to make a portfolio strategy change.
2. Click into the Portfolio Strategy section, where a dropdown exists, for the goal that you would like to change. As a reminder, portfolio strategies may be selected at the goal level.
3. Select the portfolio strategy and the asset allocation. You can also view a tax impact preview of the change before implementing here.
4. Confirm the portfolio strategy change.