Wealthguard: creating threshold models

Wealthguard allows you to create models where you can specify a "review" and "alert" threshold, then apply that model across your accounts. For more information on what "review" and "alert" means, click here.

Creating a new threshold model

1. Go to your Wealthguard dashboard, then click "models"

2. Click "add new model"

3. A new model is now created for Wealthguard. To edit the name of the model, click the text box below the "model" column. You can also click the review and alert columns to edit the respective thresholds. To delete the model, click "delete" on the left.

4. After you're done, make sure you click "save changes"
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