Q: Why isn’t my account showing?
Confirm target has been assigned to the account
Toggle rebalancer OFF → ON
Q: Why isn’t the account trading?
Confirm Rebalancer has been toggled OFF → ON
Confirm account was included in a batch and trades approved
Check rebalancer history for Failed batches and/or accounts
Q: Why did my rebalance fail?
Review the Issue field
Check:
Investment minimums
Allocation constraints
Q: Why did only some accounts process?
The system will provide a reason if a rebalance request fails. To locate this message you will go to the rebalancer, completed rebalance requests queue (third section), and click on the result.
Review the Issue field
Check:
Investment minimums
Allocation constraints
Fix and resubmit failed accounts only
Q: Why did my rebalance expire?
Not approved same day
Q: How do I liquidate an account?
Remove target portfolio
Submit rebalance → converts to cash
Q: Why is a model not allocating?
Investment minimum not met
Ensure account value supports allocation