Assign Asset Allocations to Other Accounts
Last published on: July 27, 2026
- From a household dashboard, click the pencil icon to edit the plan
- Click on the Assets tab
- Click the Settings icon next to an asset
- Select an allocation option from the drop-down menu
- Click Apply to other accounts
- Select some or all of the accounts you'd like to apply the allocation option to, then click Apply
- A confirmation will appear
