Auto Portfolio Builder
Auto Portfolio Builder is an automated process that groups your customer accounts across all of your authorized management companies into Portfolios based on Tax ID/SSN.
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NOTE:
If you choose to "Run Auto Portfolio Builder", your portfolios will not be immediately available. Auto Portfolio Builder can only be used once per management company.
Listed below are your authorized companies (representative level only). If a company you do business with is not listed, use the "Add Management Companies" link in the Administrative menu above prior to running Auto Portfolio Builder. We recommend including all of your companies in the Auto Portfolio Builder process.
Uncheck management companies you would like to exclude from Auto Portfolio Builder.
ALLIANCEBERNSTEIN INVESTMENTS
INVESCO AIM
AMERICAN FUNDS
PIONEER INVESTMENTS
GLOBAL PRIME INVESTORS FUNDS, INC.
HARTFORD MUTUAL FUNDS
JANUS CAPITAL CORPORATION
MFS INVESTMENT MANAGEMENT
OPPENHEIMER FUNDS
AIG/SUNAMERICA LIFE
VAN KAMPEN FUNDS
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