How can I set up model portfolios?
For financial advisers only.Thu Dec 04 11:23:00 GMT 2014
A financial adviser can set up a new model portfolio by logging in to their Aegon Retirement Choices (ARC) account as the IFA Firm User and clicking 'Create Portfolio'.
You can move clients into the new model by following the instructions in our video Add an investor to an existing model portfolio(Opens new window).
If you need additional help please phone the ARC Client Services team on 0345 680 1234.