Instead of manually updating each asset's ownership or beneficiary designations individually, you can apply "bulk editing" to set an ownership or beneficiary designation and apply to multiple assets at once, giving you more time back and more flexibility when managing your client’s portfolio.
How to use Bulk Edit Ownership
Select the Ownership button on the top left-hand side of the page.
Designate your desired asset ownership (Individual, Joint, Trust or Entity), assign a Percentage or Fractional share(s), and click Next.
From here, you can select as many assets as you'd like to associate with this ownership structure. You can also Select All to automatically select all assets, or select the category header to only select assets under that asset type. Click Next.
You will be asked if you wish to override these changes, click Confirm.
How to use Bulk Edit Beneficiaries
Select the Beneficiaries button on the top left-hand side of the page.
Designate your desired beneficiaries and/or contingent beneficiaries along with their designation, in either percentage or fractional amounts.
From here, you can select as many assets as you'd like to associate with this ownership structure. You can also Select All to automatically select all assets, or select the category header to only select assets under that asset type. Click Next.
You will be asked if you wish to override these changes, click Confirm.
