Linking and delinking accounts to model portfolios

A model portfolio is a pre-defined target asset allocation that helps you implement an investment strategy consistently across a group of clients with similar goals. It sets out which assets should be held, and in what proportion, so you can apply the same approach efficiently across multiple accounts.

Functionality to create and rebalance model portfolios has been centralised into the Perpetual Service Delivery team. You can find out further information by contacting asset.inbox@perpetual.com.au.

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

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

Please note: You may be unable to link the account to the model portfolio if the adviser code hasn’t been given access to the model portfolio.

You can also link multiple accounts to the same model portfolio in bulk.

Follow the same steps to link an account to a model portfolio as above, then: 

1. Select Link accounts
2. Tick the box next to the account you want to link
3. Select Add to move them to the right column.

Please note: You may be unable to link the account to the model portfolio if the adviser code hasn’t been given access to the model portfolio.