Approved to use Dimensional Funds and ready to customize your own portfolios?
It’s easy to create and brand your own custom portfolios from scratch or use one of our templates to start. Firm admins can create client portfolios directly from their Advisor Dashboard through 3 easy steps:
1. Select the “Portfolios” tab on the left
2. Choose the tab labeled “Dimensional Portfolios”
3. Select “Create Portfolio”
If additional members of your team need administrative access to the platform, simply have your firm’s primary contact notify us at firstname.lastname@example.org.
If you click the link above, Betterment may share your firm name with Dimensional in order to determine firm eligibility to use Dimensional Funds.
This article was published on October 11, 2019Leave a comment (0)