This option is only available if modelling has been completed in the IPS section of XPLAN. If not please see articles How do I complete an Investment Switch in IPS? or How to apply a model portfolio to an account in IPS

Once the modelling in IPS has been completed, when in the Add Investments page of your WealthSolver modelling:

  • Change the dropdown to Portfolios - Investment Recommendations
  • Tick the first box to select the proposed investments
  • Click Add Investments  to apply the change in WealthSolver