How do I make a model switch/change?

To switch or change your Model Portfolio, log in to the Investor Portal and navigate to the Accounts page. Select the account you wish to update, then click on the "More" icon and choose "Switch Model Portfolio." You will be guided through the steps to select a new model that aligns with your investment goals.

Please ensure to review the available models carefully, as switching models may result in changes to your portfolio composition and taxable events.