How to Change Asset Classes for an Investment
I don't want to enter each holding for an investment. I just want to assign general asset classes. How do I do this?
You can assign one asset class to an investment account using the asset class dropdown. You can also assign multiple asset classes to an investment account.
Assign one asset class:
![](https://supportsystem.LiveHelpNow.net/resources/21145/AssetClass1.png)
Assign multiple asset classes:
![](https://supportsystem.LiveHelpNow.net/resources/21145/AssetClass2.png)