How do I set a portfolio strategy for my client?

For a new client:

1. To define the initial account type and portfolio strategy please choose Invite Client > Complete on client's behalf
2. Select the account type and purpose and continue 
3. Select your preferred portfolio strategy from the dropdown then set the target allocation
4. Confirm your client’s details and send.

For an existing, funded client on the platform:

1. On the Client page of the advisor dashboard, click into the household (or client) in which you would like to make a portfolio strategy change.
2. Scroll down to the goal on which you'd like to change the portfolio strategy and click the Edit button that corresponds to the portfolio as shown in the image below 
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.
5. The system will automatically execute trades in a tax minimizing manner to reach the new target allocation.