Click the magnifying glass icon in the Primary Benchmark field to select the primary comparison benchmark for the account. The default benchmark is Morningstar U.S. Market TR.
Click the magnifying glass icon in the Secondary Benchmark field to select an optional second comparison benchmark for the account.
Click the magnifying glass icon in the Tertiary Benchmark field to select an optional third comparison benchmark for the account.
Click the Reports, Tax lot methods, and Transactions drop-downs and select Use Client Default Setting or Morningstar Default.
Click the Fee Methodology drop-down and select Client setting/Aggregate Balance, Individual Account Setting/Balance, or Individual Account Balance/Blended Rate.
Click the Management fees drop-down and select Use Client Default Setting, No Fee, Sample Tiered Fee, or Sample Flat Fee.
To specify different fee allocations at the account level, check the Use Account Level Fee Allocation box.
In the Fee Allocation Accounts field, click the magnifying glass icon
Click the magnifying glass icon in the Target Asset Allocation field to select an optional target asset allocation.
Click the magnifying glass icon in the Model Portfolio field to select an optional target model portfolio.
Click OK.