To link a client account to an options model, click on the Strategies tab in the ribbon:
This will bring up all options models that have been built:
Select a model by clicking the name
This will bring up the model detail page. Click on the Manage Accounts button:
This will bring up the list of accounts. Check the box next to the account you would like to link to the model and click save.
Note that an account can't already be linked to an account. If it is, you'll have to unlink the account from its linked model first before linking the account to a new model. A detailed how to guide to unlink a model can be found here
Please reach out to your partner success manager, chat with us via the support bubble in the bottom right corner of your UI, or send an email to [email protected] with any questions or feedback.