Overview
The rebalancing process follows three main steps:
Identify → Review → Approve
Step 1: Accounts to Rebalance
Rebalancer → Accounts to Rebalance
What to Do
Review flagged accounts
Use filters or tiles to narrow results
Select accounts
Click Submit Request
Important Note
Trade recommendations are generated in real time, so results may vary depending on market conditions.
Step 2: Pending Approval (Pre-Trade Review)
Rebalancer → Pending Approval → View Details
What to Review
Buys and sells
Cash changes
Estimated tax impact
Trade logic used
Trade Logic Options
Best Fit → Closest to target allocation
Minimum Transaction → Fewer trades, within tolerance
Available Actions
Approve → Send trades for execution
Cancel → Stop the request
Remove Accounts → Exclude specific accounts
Step 3: History
Rebalancer → History
What to Monitor
Status of submitted rebalances
Any failures or errors
Execution outcomes