Editing a Model Asset Allocation

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

2. Double-click the asset allocation you want to edit. The Asset Allocation Profile box will appear.

3. Enter changes in the allocation boxes. You can also change the name. (Please note: If you change the name of the asset allocation, the new name and allocation will override the previous asset allocation, not add a separate allocation.)

4. Click OK. The changes to your asset allocation are saved.