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