Overview
Pending Approval is where all trade decisions are finalized before approval.
Where to Access
Rebalancer → Pending Approval
Key Features
Filtering
Filter by:
Market value
Buys/sells
Results
etc.
Filters:
Persist while navigating
Combine using AND logic
Result Selection
Three Options:
Checkmark one or more accounts
Select all accounts on page
Select all accounts in the batch (on all pages)
Removing Accounts
Select account → Click Remove Selected
Removes account from batch
Returns it to Accounts to Rebalance queue
Batch Actions
Approve All
Cancel All
Important Notes
Batches not approved same day will expire