Account Requests in Smartleaf

Account Requests in Smartleaf

In Smartleaf, requests are used to help accommodate client requests and mandates. A portfolio's requests are accessible from its portfolio workspace, by clicking on the Requests tab. Requests are grouped into the following categories:

  • Buy or Sell Securities
  • Forced Tax-Loss Harvesting
  • Invest or Withdraw Cash
    • Timed Withdrawal Requests
    • Uploading Cash Requests Through the UI
  • Specified Trades
  • Temporary Analysis Mode
  • Request Note

The Requests Summary

Within the Portfolio Workspace, clicking the Requests tab displays the Requests Summary for the current portfolio. As its name suggests, the Requests Summary gives users a quick overview of any requests currently active for the portfolio. Any setting that has been altered by a user is shown highlighted in green.

Editing Requests

Requests are accessible for editing from the Edit Requests page within the Portfolio Workspace.

  1. Click on the Requests Tab.
  2. Click Edit Requests to go to the Edit Requests page for the current portfolio.
  3. Click on the name of a section or its expand/collapse link to show or hide its settings.
  4. Make any desired changes to the request.
  5. Once finished editing, click Save and Re-Analyze.

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