Please see instructions below on adding Lincoln Funds into the Stock Doctor Portfolio Manager:
- Navigate to the Portfolio Director:
- Click on your Portfolio: e.g. ‘Sample Portfolio’
- At the top of the webpage click on the 'Other Assets' Tab
Above the heading 'Assets Held' to the right of the page
- Click the blue button 'New Buy'
- Under ‘Asset Type’ Select: Lincoln Managed Fund
- Under ‘Name’ Select: e.g. Lincoln Wholesale Australian Growth Fund
- Enter Trade Date, Units, Price per Unit…
- Click 'Save'