The "Recommended Investment Portfolio" screen is available when a Credential Select Portfolio, or an Ethical Advantage Series fund is selected as the Model portfolio option, or when the "Next" button is clicked on the "Select Securities" screen.
The screen displays the:
The recommended portfolio based on the asset allocation of the recommended Investor Profile
The recommended portfolio and investment allocation if the model portfolio solution option was selected
The customized portfolio and investment allocation if the custom portfolio solution option was selected.
Cash Position if the custom portfolio solution option was selected.
The screen also provides features to:
Add notes to the file
Add the notes to the report
View and Print the Report
Access Printing Tips
A "Notes" box is available on the "Recommended Investment Portfolio" screen to add notes to the plan if desired.
There is also the option to print the "Notes" within the Report by clicking on the check-box. If the "Include Notes in Report" checkbox is checked, then the contents of this text box will be displayed under Section 6 in the printed report under the heading "Advisor's Comments".