Overview
After submission, each rebalance request is assigned a status in the History tab.
Status Definitions
Complete
Trades successfully submitted
What to do: No action required | What happens next? Your custodian will process the trades associated with this rebalance. |
Complete with Errors
Some accounts failed
What to do:
Click into the rebalance submission
Locate the Issue field
Review the error message
Resolve issue(s)
Resubmit the rebalance request
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
What to do:
Recreate and resubmit
Canceled
Manually canceled
What to do:
No action required