Update assets

The steps to update assets for a portfolio are slightly different depending on whether the portfolio is in an initial draft mode or whether it has already been activated.

Draft mode

Account setup > Set current holdings > Save

1. Go to the Account setup page

2. Click Set current holdings

   • Papered Symplany℠ accounts (e.g. IA Account) will automatically populate any new holdings
     If the account is not a papered Symplany℠ account, you will need to manually upload your fund holdings.

3. For external accounts (e.g. Client 401k), you will manually update new holdings by clicking in the Holdings column and typing in the updated values.

4. Click Save

   

Active plan

Manage/review > Update Assets > Update Assets

1. Go to the Manage/review page (**Overview** > Manage/review)

2. Click Update Assets

   • Papered Symplany℠ accounts (e.g. IA Account) will automatically populate any new holdings
     If the account is not a papered Symplany℠ account, you will need to manually upload your fund holdings.

3. For external accounts (e.g. Client 401k), you will manually update holdings by clicking in the Holdings column and typing in the updated values.

4. Click Update Assets