1. Select the magnifying glass – if not already on Select a Model window.

   - Models to which you have access display.

2. Choose one of the following to look up a specific model:

   Model Name
   Enter the model name, at least 1 character.

   Created By
   Enter the ID of the user who created the model, at least 1 digit.

   Target
   Choose Percentage.

   Type
   Specify a model type. If rebalancing accounts, available model types include Individual, Composite, and if entitled, Asset Class. If rebalancing Workplace Investing accounts, the only available model type is Workplace Investing.

3. Select the magnifying glass.

   - Results reflect matches that "start" with the criteria.
   - Up to 100 matches display per page.

4. In the Model Name column, select a link.

   - This prefills the window back where you launched the lookup.

 

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