Allocate Settings Dialog Box

Allocation Granularity

You can select one of three methods for security allocation:

• Allocate to all accounts as an aggregate:

  With this method, one security allocation will be applied to all accounts included in the plan.

• Allocate separately to all taxable accounts and all tax-advantaged accounts:

  This option allows you to specify different security allocations for taxable accounts and tax-advantaged accounts.

• Allocate to each account individually:

  This option allows you to specify a different security allocation for each account included in the plan.

Click the radio button for the method you want to use.

Ignore Fund Minimums

If you want to ignore the minimum investment amounts for certain accounts or groups of accounts in the Auto Allocate process, check the boxes next to those accounts, then click OK.