In the left navigation pane, click the Portfolio Management tab, and then the Composites page.
From the toolbar above the grid, click New Composite.
In the Composite name box, enter the name for the new composite.
In the Composite description box, enter in identifying details about this composite.
In the Inception Date box, enter the inception date of the composite.
Asset weighted is the only selection for the Weighting method.
From the menu above the grid, click Save. The Accounts screen of this composite will open.
From the toolbar menu above the grid, click Add Account.
Click the magnifying glass next to the Select Clients box to open the Find Clients dialog box. Select the client that holds the accounts you want to add to your composite and click Add. You can add multiple clients from this screen.
Click OK. You return to the Add account dialog.
All the accounts that the clients hold are listed and checked. Un-check any accounts that you do not want to add to the composite.
Enter a date in the Account Membership Start Date field.
Click Save. The accounts are added to your composite. You are returned to the Accounts screen.
From the File menu, click Close, or click the X in the upper right-hand corner of the window.