There is two ways to split the ownership of a Wealth item in the portal.
1.To split ownership individually, please see How does asset / liability ownership work?
2. To adjust many Wealth items quickly:
If all your wealth items are in your wealth portal already, you can adjust the ownership of any of your wealth items quickly and easily using the Wealth List feature. You don’t have to go into each individual item, so you can update multiple wealth items with the click of a button.
Steps to update ownership using the wealth list view:
- Click on Wealth and click on the ‘Category view’ button to change the view to ‘List view’
- Use the edit icon (the little pencil and notepad) in the centre of the list view to edit the ownership details of each wealth item listed.
- Allocate ownership in the dialogue box and when you are finished click ‘Save and Exit’
This is a quick and easy way to assign ownership of all wealth items without going into the individual wealth item’s details area.
You may also be interested in Filtering in Wealth which will enable you to easily review your assets.