|Learn by Watching!|
|Learn by Reading!|
When you click “Add asset to account” one of your accounts, it brings up the Product Selection screen, however you will see a button called “Add Custom”. When you click the “Add Custom” button, it will bring the screen where you can enter details of the product with the ability to set the custom asset allocation for the product. This will allow advisors to enter off book holdings using a single product where they can identify the allocation of the account as opposed to having to enter multiple detailed holdings for the account.