Custom Allocation: alert settings

Before enabling alerts for allocation, make sure you follow the steps here to set up allocation targets.

First, access the alerts page by clicking the icon at the top of your dashboard

Then, click alert settings on the left

Here, there are two options for allocation alerts. First, you can set up an alert every time an allocation class is off target. Second, you can set up an alert when the Portfolio Drift exceeds the Portfolio Drift Tolerance. Click the check box next to "active" for any of the alerts that you want to set up.


Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us