Planit:Apply a Fund
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Choose Fund – You might decide you want add products that are not part of your "Preferred Portfolios" or part of your "Favourite Funds" lists. Using this option you can select from the full universe of products in the Product Master fund by fund.
Finally, as we mentioned above with mixing “portfolios and “choose funds”, you might just decide to create a security selection for your client by choosing funds. You would start by hitting the select button beside the account you wish to add a fund to. Then the “Product Selection” will appear. This is where you are going to perform your search for the fund.
You would select the funds you want for all accounts and then you are finished. Always watch your totals for each account and the grand total at the bottom of the screen to ensure you have deployed the correct amount in each account and across all accounts. Your completed Security Selection portfolio should look something like this.