Investment strategies are used to assign investment accounts to funds.
Create Investment Strategies
- Navigate to the Accounts page and click Investment Strategies in the left-side menu.
- Click Create in the left-side menu.
- Complete the applicable Create Investment Strategy fields, and then click Create.
- Click Add Account in the left-side menu.
- Click the name of an investment account that you want to add.
- At this point, there is only one investment account added to the strategy, so the percentage held will be 100.00%.
- At this point, there is only one investment account added to the strategy, so the percentage held will be 100.00%.
- Repeat steps 4 & 5 to add additional investment accounts.