Rebalancing Accounts

Rebalancing Accounts

This document describes the high level process of rebalancing the accounts to match their Target Portfolios using the Rebalancer function of the Investment Management tab.

For complete details about the controls, navigation, and functions of the specific sections of the Rebalancer, see Rebalancer Overview.

Rebalancing Accounts

  1. Navigate to Investment Management > Rebalancer.
  2. Browse and select the accounts to rebalance from the available recommendations.
  3. Click Generate Proposed Trades to send the selected accounts to the Pending Approval tab. You may repeat steps 2 and 3 as many times as needed.
  4. Navigate to the Pending Approval tab.
  5. Using the Pending Approval controls, inspect the proposed trades and make adjustments as needed.
  6. Using the Action controls on each line, Approve or Cancel each recommended trade block.

It is recommended to return to the History tab the following day to verify the trades completed successfully and address any failures.

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