Copy Account Dialog Box

1. Enter in a name for the copied portfolio in the Account box. By default, the current portfolio name appears. To edit this name, simply type a new name (up to 50 characters) in the box.

2. Find the client you want to copy the account to by clicking on the magnifying glass icon. The Find Clients dialog box appears. Select the Client. You will be returned to the Copy Account dialog box.

3. Click OK. The portfolio is copied to your selected client.