Overview
When you submit a rebalance request in SMArtX, it will move into one of the following statuses that you will see within the History tab. Use this guide to understand what each status means and whether any action is required.
Rebalance Status: Complete
What does "Complete" mean?
Your rebalance request was successfully submitted, and SMArtX is sending orders to your custodian for execution.
Do I need to take action?
No action is required.
What happens next?
Your custodian will process the trades associated with this rebalance.
Rebalance Status: Complete with Errors
What does "Complete with Errors" mean?
Your rebalance request was partially successful. Some accounts were processed, but others failed.
Do I need to take action?
Yes.
What should I do?
Open the rebalance submission
Review all accounts in the request
Identify accounts with errors
Review the issue details
Fix the issue(s)
Resubmit only the failed accounts
Pro Tip
You do not need to resubmit the entire rebalance—only the accounts that failed.
Rebalance Status: Failed
What does "Failed" mean?
The entire rebalance request failed. No trades were submitted.
Do I need to take action?
Yes.
What should I do?
Click into the rebalance submission
Locate the Issue field
Review the error message
Resolve the issue(s)
Resubmit the rebalance request
Where do I find the issue details?
Inside the rebalance submission, under the Issue field.
Rebalance Status: Expired
What does "Expired" mean?
Your rebalance request was submitted but not approved before the end of the business day.
Do I need to take action?
Yes.
What should I do?
Recreate and resubmit the rebalance request
Ensure it is approved the same day
How can I prevent this?
Approve rebalance requests promptly to avoid expiration.
Rebalance Status: Canceled
What does "Canceled" mean?
The rebalance request was canceled before it was approved. No trades were submitted.
Do I need to take action?
No action is required.
What if I still want to proceed?
You will need to create and submit a new rebalance request.
Best Practices
✅ Always review submissions with errors before resubmitting
⏱ Approve rebalances promptly to avoid expiration
🔍 Use the Issue field as your primary troubleshooting tool
🔁 Only resubmit affected accounts when partial failures occur