In the left navigation pane, open either the Investment Planning or Workspace tabs, and then select Model Portfolios, Static Models.
Select the model portfolio you want to save as a client account by checking the box to the left of the model portfolio name.
From the Action menu, point to Utilities, then point to Save As, then click on Account. The Select Client dialog box opens.
Highlight the client for whom the account will be made, and click OK.
Select either Quick Account or Transactional Account and click OK.
A dialog box will open where you will name the account and can make other specifications. (The dialog box is different for quick and transactional accounts.) Click Next.
Assign additional holdings or edit the existing holdings associated with the portfolio.
Click Finish. The account has been created and is now accessible through the same means as other accounts.