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Managing Pending Rebalance Requests

How to Review, Filter, and Approve Rebalance Requests

Overview

Pending Approval is where all trade decisions are finalized before execution.


Where to Access

Rebalancer β†’ Pending Approval


Key Features

Filtering

  • Filter by:

    • Market value

    • Buys/sells

    • Results

Filters:

  • Persist while navigating

  • Combine using AND logic


Global Select

  • Select all accounts on page

  • Or all filtered accounts


Removing Accounts

Select account β†’ Click Remove Selected

  • Removes account from batch

  • Returns it to rebalance queue


Batch Actions

  • Approve All

  • Cancel All


Important Notes

  • Batches not approved same day will expire

  • Incomplete batches are automatically canceled overnight



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