Custom Allocation: combining multiple asset classes

This article will show you how to simplify your asset allocation by combining multiple classes into a new custom class.

First, click on View Holdings from your advisor dashboard. 

Then, click on Allocation Settings

To create a combined class, select the "classes" tab, \ then click "create new"

Give the class a name, select the category it is associated with, and click the checkbox to "combine classes".


Use the checkboxes to select the classes that you want to combine. Click "update" when you complete your changes.



The new combined class will appear in the allocation management page, and the classes that you combined will be removed from view. If you scroll over the class name, it will show the classes that are combined.



If you want to undo these changes, click the delete icon on the right. This will restore the classes that were previously combined.