Save time by quickly adding investments to one or more of your client accounts directly from the Investment Screener. Streamline your research process by looking over relevant data within the Investment Screener, and then immediately adding your replacement fund(s) to client holdings.
Start by checking the boxes of the investments you want to add to a client account and clicking on the 'Add to Client Accounts' button in the top right corner. You will then choose which client accounts will receive the selected funds.
Adding target date series or any other GRPA, SMA, or Variable Annuity can now be added in bulk to any client account. When choosing Data Points, select Fund Family, Investment Universe, Peer Group, or search keywords in the 'Search by Name' data point.
For example, I want to add the John Hancock Multimanager Lifetime target date Menu series to one of my clients. I will add John Hancock via Fund Family, all of the target date funds in Peer Groups, and in keyword, I will search 'Menu'. I have 64 Results.
On the results page, I will check the boxes of all of the JH USA Menu-JHancock Multimanager Lifetime funds and add them to my client using the 'Add to Client Accounts' button in the top right corner.
Choose the specific client accounts and click the make selection button.
The selected investments are added to the chosen account(s) with $0 assets. If any of the investments were already in the account, the current holding values are maintained. To specify individual values, you will need to visit the account holdings page for each account.