> ## Documentation Index > Fetch the complete documentation index at: https://docs.tilt.now/llms.txt > Use this file to discover all available pages before exploring further. # Tailor a client account > Assign a reusable model and apply confirmed client-specific settings to one account. Use a shared model for the target allocation and account settings for an individual client's implementation needs. This guide follows synthetic client **Maya Patel**, her **Revocable Trust**, and the **Growth** model in Evergreen Advisory. ## 1. Read the current account Open **Clients**, find the client or household, and select the account. Open **Setup** to see its **Model**, **Sleeves**, and **Settings**. Check the account name above the tabs before editing. If the account needs a model, select **Assign model**, or **Change** beside an existing model. Choose the intended model and confirm the assignment. Assignment saves at confirmation; apply or discard any queued setup changes before changing the model. [Build a model portfolio](/advisor/build-model-portfolio) explains the shared structure. Maya Patel's Setup tab showing the Growth model, Weights from the model, U.S. Large Cap direct indexing marked Set for account, and other sleeves marked From model. ## 2. Propose one account change Select a sleeve to inspect its Tilts and direct indexing, or select a settings group: **Tax**, **Transactions**, **Optimization**, or **Constraints**. Check the source beside the group and the individual fields. Values can come from the account, model, organization, or Tilt's defaults. Account Settings groups with Tax and Constraints marked Set for account, Transactions marked From organization, and Optimization marked Default. In chat, ask for a concrete setting, such as **"Propose a 5% USD cash buffer for Maya Patel's Revocable Trust. Show the current value, the value that would take effect, and its source. Do not save yet."** Review the full proposal. The account can have restrictions, cash settings, tax preferences, direct-indexing choices, and Tilt adjustments. A change may replace a complete collection, so check which existing choices the proposal preserves. Confirm the specific account change only after the proposed and effective values match your intent. ## 3. Verify the result For edits made in the account interface, open **Queued changes** at the bottom of the page. Review each old and new value. Remove a change you do not want, choose **Discard all** to abandon the draft, or select **Apply** to save it. Apply or discard the queue before requesting an optimization. Reopen the relevant sleeve or settings group to check its saved value and source. In chat, ask: **"Read Maya Patel's saved Revocable Trust settings and explain which value now takes effect."** If Tilt reports a conflict or uncertain save, inspect the account again before proposing the remaining change. Account tailoring changes optimization inputs. It does not itself run an optimization or place trades. [Understand settings and rules](/advisor/configuration-and-rules) explains inherited values and Dynamic Rules; [Review a rebalance](/advisor/review-rebalance) covers the later proposal. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.