Vision: Auto Portfolio Builder

Auto Portfolio Builder

Your request has been received. Auto Portfolio Builder will generate your portfolios at the next scheduled run time.

NOTE:

The Auto Portfolio Builder process is scheduled to run at noon (CST) and midnight (CST) each weekday. Your portfolios will be available shortly after the next scheduled run time.

If you are building portfolios for the first time, click the "My Portfolios" tab after the next scheduled run time to find out if your portfolios are ready.

If you already have portfolios, the Auto Portfolio Builder process may create additional portfolios and add additional accounts to your existing portfolios.

To ensure efficient use of your time, please print this page to assist in your initial navigation of expanded functionality.

My Portfolios Recommended Flow