How do I allocate new funds to my existing Strategy?
To deposit, simply transfer cash or assets into your brokerage account. Plutus will automatically invest new funds into your existing Strategy once they settle. No action is required on your part to deploy new cash or positions.
How do I allocate new funds to a new Strategy?
Please follow the directions below.
Pause rebalancing: Use the Pause button under your Strategy Section to temporarily pause rebalances.
Update your Strategy: Adjust the weights to determine your new Strategy.
Deposit Cash or Positions: Into your IBKR account.
Resume Rebalancing: Once you have updated your strategy and completed the deposit Resume automated rebalancing.
