FAQ: Do holdings automatically update daily in a clients plan?

Answer: No, but you can update these manually when you would like to bring in update values.

To do this, click the name of the plan at the top right and select Manage Plans. (example below)
 
 
From here, you can select "update holdings".
 
 
And start update. 
 
 
If there are any holding that are not automatically mapped you will be asked to fix the holding and assign the a custom allocation. 
 
You would click Custom Allocation. 
 
 
You would then assign it an allocation and save.