In the left navigation pane, click Portfolio Management and then the Accounts page.
Select the account you want to use to create a model portfolio by checking the box to the left of the account name.
From the Action menu, point to Utilities, then click Create model from account. A message will appear after the model portfolio is created confirming the action. You will remain on the Accounts page.
To see the new model portfolio:
In the left navigation pane, open either the Investment Planning or Workspace tab and then select Model Portfolios, Static Models.
The newly created model portfolio is displayed in the grid using the same name as the account it was modeled from.