Open (Disc) - partner is the owner

There is possible to add an allocation profile that is owned by the partner. This means that the partner can manage his own portfolio with customers that he has POA for.

Navigate to the Allocation Profile tab at the partner and click on the action menu.

Select Open (Disc) which means that the allocation profile is only visible for the owner of the profile and admins. Click Save to create the allocation profile.

Add accounts to the allocation profile either from the customer view or from the allocation profile. In order to add an account to the portfolio the partner needs to be a reseller for the account.

If we try to add an account that doesn't have a reseller we will receive an error message.

The partner can now administrate, add accounts and instruments to his allocation profile.