Will there be model portfolio templates available for me to use?
We have several templates available for administrators to use as a starting point. Each Dimensional Funds template portfolio corresponds to a specific allocation between equities and bonds and is intended to be broadly diversified. You can use these templates as a starting point. The colleague(s) who have administrator access to Betterment for Advisors will be able to create custom model portfolios using Dimensional Funds. This allows for adjustment of the funds included in the portfolio and their weights.
How do I create my own portfolio once approved?
Once your firm is approved for access to Dimensional Funds via Betterment for Advisors, your firm’s admin person will be able to create model portfolios with Dimensional Funds. It’s easy to create and brand your own custom portfolios from scratch. Firm admins can create client portfolios directly from their Advisor Dashboard through 3 easy steps:
1. Select the “Portfolios” tab on the left
2. Choose the tab labeled “Dimensional Portfolios”
3. Select “Create Portfolio”
If additional members of your team need administrative access to the platform, simply have your firm’s primary contact notify us at firstname.lastname@example.org.
If you click the link above, Betterment may share your firm name with Dimensional in order to determine firm eligibility to use Dimensional Funds.