Q: What is a Target?
A: A Target is an asset allocation model that combines securities, models, and cash into a portfolio that can be applied across accounts.
Q: What assets can I include?
Equities (including ETFs)
Mutual Funds
Models
Other Targets (sub-targets)
Q: Why didn’t the account invest after assigning a target?
A: You must rebalance to implement
Q: What happens if I remove a target?
A: Account may default to 100% cash if rebalancing is still on
Q: Why can’t I edit a target?
A: You can only edit targets you created
Q: Should I maintain a cash allocation?
A: Yes. Keeping at least 1% cash helps:
Reduce rebalance frequency
Prevent insufficient cash issues
Q: How do I switch models in an account?
Edit the Target
Remove the old model
Add the new model
Rebalance the account
Q: Can I change enterprise on a target?
A: No—clone and recreate
Q: What are thresholds?
A: They determine when drift triggers rebalancing
Q: Why is rebalancer showing accounts with no trades?
A: Thresholds may be too tight
Q: Does removing a Target turn off rebalancing?
A: No. You must manually turn off rebalancing to prevent reverting to 100% cash
Q: What happens if I’m overallocated?
A: The platform will warn you before allowing you to save.
Q: Can I adjust allocations at account level?
A: Yes—without changing enterprise target
Q: Can I pro-rata adjust cash automatically?
A: No—must manually adjust weights