Transcription of Quick Reference Guide Creating New Portfolios— …
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Quick Reference Guide Creating New Portfolios— …
Creating New Portfolios household AccountsQuick Reference GuidePortfolios are any grouping of clients and accounts. For example, you may want to include all retirement-related accounts for a client into a retirement portfolio , or you may want to combine a husband s and wife s accounts together for purposes of house-holding. The Albridge Wealth Reporting tool lets you create portfolios quickly and : The Combined account portfolio is the default portfolio Albridge Solutions has created for each client. This portfolio contains all core accounts listed on the accounts page for the are several ways to access the Create portfolio function:Menu: Mouse over ClientsClient List: The menu by each client s nameClient Accounts: Quick LinksHere are the steps for Creating a portfolio : 1) Enter New portfolio Name Give the portfolio a descriptive name, for example, John and Mary Smith household portfolio .
Creating New Portfolios— Household Accounts Quick Reference Guide Portfolios are any grouping of clients and accounts. For example, you may want to include
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