Can any Portfolio123 subscriber offer Designer Models?
Only those who subscribe at the Portfolio or Ultimate levels can offer Designer Models.
How many Designer Models can I offer?
All Portfolio and Ultimate level subscribers may offer up to three Designer Models that do not charge others users. In addition, Portfolio level subscribers may offer up to 6 premium models and Ultimate Level subscribers may offer up to 10 premium models that collect subscription charges. If you do not see your membership level please see our pricing page.
Do I need to be a registered investment advisor?
Current laws in the United States require registration to give advice to specific individuals or organizations. Publicly sharing an opinion on a stock - or, in this case, a whole portfolio of them - does not require licensing. It is the responsibility of each designer to determine if their activities qualify them as investment advisers within the meaning of the law and to comply with any federal or state laws or regulations that may be applicable.