What happens when I delete a model portfolio that is currently in use?

Deleting a portfolio that is being used within one or more client plans will reset the portfolio selection within the plan(s), depending on where it was used:

• If the deleted model was being used within the Action Items, the action item will be reset as if it was never adjusted.

• If the model was used in other areas (such as the Investment module or the Profile > Net Worth), the model will be reset to reflect your Target Allocation Client Preset.