If you’re eligible to use Model Portfolios*, simply follow the instructions below to get going!
Step 1: Open a Model Portfolio
If you have the role of Owner or Admin on your Vivid Business account, you can open a portfolio in the app or on the web-version.
In the Accounts section, click the + icon to open a new account
Select Model Portfolios
Choose the portfolio type you’d like to use.
After reading through the details of the portfolio, click Continue
Accept the Terms and Conditions
If you have not already done so, you’ll be asked to provide your Legal Entity Identifier (LEI) and/or Tax Identification Number (TIN).
Step 2: Start Investing
In your Model Portfolio, click "Add Money" and select the source account. This can be either a daily account or an Interest Account.
Enter the desired amount and confirm the transactions.
That’s it! The funds will automatically be allocated according to your chosen portfolio.
*Customers currently unable to use Model Portfolios are listed below:
Customers registered in Bulgaria, Hungary, Poland or Portugal
Companies in formation with a Founder Account.
Companies with Limited Acceptance status