<topic sku="dlxbiz" tNum="289167" author="sallyh" xmlns="x-schema:hhTopicSchema.xml"><index><title>Add an account to the asset allocation review</title><category fLocale="cdn">investing</category><klink type="prcdr">How do I add an account to the asset allocation review?</klink></index>
<content>
<p variant="note">You need to complete the asset allocation process first. <alink type="prcdr" href="createanassetallocationplan.xml"/></p>
<extend>
<tease>Why?</tease>
<reveal>
<p>The accounts listed in your portfolio are included in asset allocation by default. Follow these instructions to include or exclude investment accounts. Real estate, collectibles, vehicles, and other types of assets are not included in asset allocation.</p>
</reveal>
</extend>
<ol>
<li>If necessary, create an account and enter the assets you want to include in your asset allocation. <alink type="prcdr" href="createanassetaccount.xml"/></li>
<li>On the <emph>Investing</emph> menu, click <emph>Asset Allocation</emph>.</li>
<li>In the left pane, click <emph>Current vs. target</emph>.</li>
<li>In the left pane, click <emph>Pick accounts to include</emph>.</li>
<li>Select or clear the check boxes for the accounts you want to include or exclude, and then click <emph>Done</emph>.</li>
