Guide: Creation of Virtual Portfolio For Existing Account

Introduction

Reluna Platform has a special workflow to create a Virtual Portfolio for Existing Account. Workflow consists of several steps that lead to creation of a new virtual portfolio.

How to create Virtual Portfolio for existing account

Before creating a portfolio, make sure that the following requirements are met:

• access to view and create the virtual portfolio

• access for viewing by authorized persons

STEP 1: How to create a virtual portfolio

Go to the Portfolios section and click on the Workflow button on the right.

Select Virtual portfolio for an existing account.

• If the portfolio account already exists, use the "Existing Portfolio" option.

• If the portfolio does not exist, use the "Create new portfolio" option. Fill in the required information. Fields marked with an "*" are mandatory fields.

Click the “Next” button

STEP 2: Add the authorized person(s) to the portfolio

Add an authorized person

• When you click the "Next" button in the "Existing Portfolio", the client name is pulled up automatically.

• If an authorized person already exists, use the "Add Client" option.

• If the authorized person does not exist, use the "Create Client" option.

Fill in the required information. Fields marked with an "*" are mandatory.

Click the "Save" button.

After adding an authorized person click "Next" button.

FINAL STEP: Confirming the creation of a Virtual Portfolio for an existing account

Click the "Create" button to create a new virtual portfolio for an existing account.

A Virtual Portfolio had been created successfully.