Overview
After submission, each rebalance request is assigned a status in the History tab.
Status Definitions
Complete
Batch successfully submitted.
What to do:
Review the status of the batch.
If individual account(s) fail
| What happens next?
Trades associated with this rebalance have been submitted for execution |
Failed
Entire rebalance failed. No trades were submitted.
What to do:
Click into the rebalance submission
Locate the Issue field
Review the error message
Resolve issue(s)
Resubmit the rebalance request
Expired
Not approved same day. No trades were submitted.
What to do:
Recreate and resubmit
Canceled
Manually canceled. No trades were submitted.
What to do:
No action required