Create and rebalance model portfolios in Adviser Online

A model portfolio can help you more efficiently manage your client’s investments. You can create and manage them in Adviser Online.

To create a model portfolio:

1. Log in to Adviser Online
2. Select Transacting under the Macquarie icon and click Model Portfolios
3. Select Models
4. Click Create new model
5. Enter a model name and appropriate description
6. Choose a model owner. This will be the adviser responsible for editing and managing this model
7. Add any adviser codes that need access to this model. Please note you can only add codes that your own access code has access to
8. Select the account types to be linked to the model. The investment menu will only include investments available to all account types selected
9. Choose the investment types you want to include in the model. The available investment types are derived from the products selected to be linked to the model from the Account Types option:
   • If you’ve selected the Accumulator or Engage account type, the available investment types will be limited to their investment menu
   • You can also choose whether to include cash or exclude cash from the model
10. Choose a model status. A status of Active will be available once authorised
11. Search for the required investments and add your allocations
12. Select Next
13. The options on this page are only relevant to bulk level rebalances across all accounts linked to this model. 
    • You can make changes to the default options as required including the tolerance, minimum order amounts and the execution method for listed securities
14. Select Next
15. Enter your access code and password and select the Authorise button to complete this process.

If at any time you are not able to complete the set-up process, selecting Save & Exit will save the model in an Active – not authorised state to be updated at a later stage. 

Please note: 

• You can include term deposits (TDs) as a generic asset and allocate them a percentage. However, you can’t transact on individual TDs using a model rebalance.
• SMAs can't be included in a model portfolio.

To link your client’s account to an existing model portfolio:

1. Log in to Adviser Online
2. Select Transacting under the Macquarie icon and click Model Portfolios
3. Select Models
4. Untick the default option to only search for clients already linked to models
5. Search for your client via their account name or number
6. Select Options
7. Select Link account to Model
8. Choose the model you want to link you client’s account to
9. Enter your password
10. Select Authorise.

To de-link your client’s account from a model portfolio:

1. Log in to Adviser Online
2. Select Transacting under the Macquarie icon and click Model Portfolios
3. Select Models
4. Untick the default option to only search for clients already linked to models
5. Search for your client via their account name or number
6. Select Options
7. Select De-link account from Model
8. Enter your password
9. Select Authorise.