Last updated: 2025-12-02

SmartInvestments - Asset Allocation Content Link

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The link for this help topic is:

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When [viewing

an investment account](/help/pro/smartinvestments/-/viewing/and/editing/investment/accounts), the user can access this [content

link](/help/pro/tabs/and/content/links) to view the mix of assets in the account and to determine whether

the account is in line with its target allocation. This information can

help an advisor make recommendations to clients based on their risk tolerance

and financial objectives.

Note: This content link displays

asset allocation information for a single investment account. A contact

may have several investment accounts. To analyze asset allocation information

for all of a client's holdings, go to the [contact's

Asset Allocation content link](/help/pro/contacts/and/businesses/-/asset/allocation/content/link) instead.

For more information, see [Asset

Allocation](/help/pro/smartinvestments/-/asset/allocation).

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