Split AUM

The Split AUM page allows users to divide the assets of a transactional account among a maximum of three other firm members for the purposes of AUM calculations. Before an account's assets can be split, the owner (Client) of the account must be shared with the firm members for whom the AUM will be split.

To split the AUM of an account:

1. Navigate to an Account
2. Click on the Profile/Settings page.
3. Click on Split AUM.
4. Click the Add button.
5. Select the firm members.

Note:You must include yourself along with all other members you are sharing with in this screen.

6. Click the Add button.
7. Click OK.
8. Back in the Split AUM page, enter the AUM percentages, including the amount for yourself.
9. Click Save.