To assign model asset allocations to plans:
From either the Investment Planning or Workspace tabs, click on the Asset Allocations page.
Select the asset allocations you want to assign to plans by checking the boxes to the left of the allocation names.
From the Action menu, point to Assign to Plans, then click on the desired plan type. The assigning box appears.
Enter the model allocations you would like to use for that plan type.
If desired, attach a model portfolio to each model allocation. You can attach more than one model portfolio to a model allocation. For example, for a particular allocation, you might choose to attach both a taxable model portfolio and a tax-deferred model.
Click OK. The asset allocations are assigned to that plan type.
Note: For your convenience, Morningstar Office is pre-populated with Morningstar model allocation and model portfolios for Goal-based and Risk-based plans. You can change any or all of these models.