The Asset Allocation screen is used to select, maintain and display asset allocation information for the account. The Asset Allocation Details dialog includes 3 tabs: Model Drift, Recommendation and Details.
1. From the Account Overview screen, select Asset Allocation from the More... list. The Asset Allocation Summary dialog appears.
2. Click any of View or View/Edit buttons in the Action column.
The focus will be on the Details tab if there is no existing asset allocation model associated with the account, based on the system date and the Start and End dates on the Account Asset Allocation. If there is an existing asset allocation model for the account, the focus will be on the Model Drift tab.
Updates on the Details tab will impact all of the other tabs without having to select the Save button. For example, the Model Drift and Recommendation tabs will be updated by adding (or changing) the Asset Allocation model on the Details tab, to reflect the model selected.