Articles on: Client and Account Management

How do I create a portfolio?

You can create a portfolio for a new client or to add to an existing client

Here are the steps to create a portfolio:

Select create a portfolio
Select a base currency for your portfolio
Add portfolio custodians/accounts
Select Dividend payment type
Select a benchmark index for your portfolio
Select whether you wish to see asset classes by either Risk Asset Class or Instrument Type

An important point to remember:

Dividend payment type depends on whether you will be entering the dividends you receive manually or receiving them as transactions from your broker, or whether you wish the platform to estimate what they are for you based on quantities you own

Updated on: 16/03/2023

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