Deleting a Model Asset Allocation

  1. From either the Investment Planning or Workspace tabs, click on the Asset Allocations page.

  2. Select the asset allocation you want to delete by checking the box to the left of the asset allocation name.

  3. From the Action menu, select Delete. A message appears asking you to confirm that you want to delete it.

  4. Click OK. The asset allocation is deleted and removed from the spreadsheet view.