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Best Practices for Using the Rebalancer

Threshold Settings

  • Set thresholds greater than 0%

  • 0% threshold can cause excessive and unnecessary trading


Trade Review Discipline

Always review before approving:

  • Tax impact

  • Trade size

  • Cash movement


Operational Efficiency

  • Use filters for large batches

  • Remove outlier accounts before approval


Execution Timing

  • Approve same day to avoid expiration

  • Only resubmit failed accounts (not full batches)


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