Login to the partner app
Go to "Store" from the bottom center of the screen
Select "Mutual Funds"
Scroll and go to "Wealthy Portfolios" by clicking "View All" next to "Wealthy Portfolios"
Scroll and go to "Custom Funds" by clicking "View All"
Click on Custom Funds then you will be able to search and add the required funds then click on "Continue"
Select the client and click on "Continue" to share the proposal with the client.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article