It's been a year since you've earned Sample Company's business. It's time to review the Investment Policy Statement attached to the account. A change is needed in the Investment Policy Statement. Please note, you are unable to activate an updated policy until the latest Monitoring Report is completed or moved back to draft. The Monitoring Report can be moved 'Back to Draft' by clicking the action button “⋮” in the top left corner of the Monitoring Report overview and selecting that option. Follow the below steps to learn how to update an active IPS:
1. Start by clicking on the Investment Policies tab on your client screen and clicking on the active Investment Policy Statement.
2. Click the 'REVIEW POLICY' button in the bottom right corner of your screen.
3. Make changes to the policy details, watch list triggers, asset allocations, and/or questions if necessary.
4. Once you have made all of the appropriate changes, create the policy, generate the client ready deliverable, and finally, update the policy & monitor account(s).