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      How to Combine Portfolios in Advisor Core

      Learn how to combine multiple portfolios into one unified portfolio through Advisor Core.

      1. Within the Advisor Core tab, in the first section labeled "1. Current Portfolio(s)" select all the portfolios the user would like combined.

      2. Once all portfolios are added to section 1, click on the "Run Analysis" button at the bottom (Note: If the user navigates away from the page before the analytics are complete, the combined portfolio may not be complete).

      3. Once Analysis is complete, the user can download the spreadsheet by selecting "Spreadsheet for All_Holdings.xslx".

      4. By selecting the "People & Portfolios" tab, there will be a new portfolio in the account usually labeled "Combined:" with the name of the combined portfolios.