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
Go to the Account setup page
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.
- Papered Symplany℠ accounts (e.g. IA Account) will automatically populate any new holdings
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.
Click Save
Active plan
Manage/review > Update Assets > Update Assets
Go to the Manage/review page (**Overview** > Manage/review)
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.
- Papered Symplany℠ accounts (e.g. IA Account) will automatically populate any new holdings
For external accounts (e.g. Client 401k), you will manually update holdings by clicking in the Holdings column and typing in the updated values.
Click Update Assets