The SMArtX Rebalancer tool helps you scale operations by automatically scanning your accounts for common trading scenarios. Cut through the clutter and focus on what needs action, all from one centralized interface.

Step 1: From the Dashboard - Select Accounts to Rebalance or the Rebalancer option from the left hand navigation.

Step 2: From the filtered list of accounts, spot those accounts that need attention:

Step 3: Select one, several, or all accounts that require action using the checkboxes aligned to the account.

Step 4: Once selected, click Generate Proposed Trades.

Step 5: Review account details in pre-trade review. Review proposed trades to ensure they align with your intended portfolio strategy.

Step 6: Go back to the Pending Approval section, select an account, and review the proposed trades by clicking on the underlined account name

Step 7: Approve the relevant rebalance requests by clicking Approve. This ensures all trades align with your investment goals before execution.

Manual approval reduces the likelihood of unintended changes, providing you with full control over the rebalancing process.

Step 8: Once you've selected Approve, go to the History Tab, refresh the page, to view Failed and Complete columns and the Result status.

Important: If the Complete status has a number within the Failed column, there are failed accounts. Contact Client Support.

Rebalance Requests will be in one of the following statuses:

With SMArtX Rebalancer, you turn complex analysis and review into a quick, unified process. Keep your team in sync and your accounts optimized with just a few clicks.