Copy account to client
As an advisor, you may want to create portfolios that will be applicable to more than one client.
You can create these portfolios in MOCK accounts in your own MoneyReady App user account.
You can add investments and create a target allocations for the account.
Once you are happy with the portfolio setup, you can use this page to add the account to any of your clients.
The name of the account must not already exist for that client.
You set the total balance of the new account, and all the investments will be entered in the same proportion as set in you MOCK account.
Once you click submit you will be redirected to the edit page for that client account so you can customize it for the client.
For example you may want to change the account type from MOCK to another account type (RRSP, NON-REGISTERED, etc ...).
You may also want to edit the investments to change their carrying value if your client bought that portfolio from you some time ago.