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Managing Pending Rebalance Requests

How to Review, Filter, and Approve Rebalance Requests

Updated over a week ago

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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