Q: Why isn’t my target showing?
Confirm assignment is complete
Toggle rebalancer OFF → ON
Q: Why isn’t the account trading?
Check if a sleeve exists
Confirm account has been rebalanced into the model
Q: Why did my rebalance fail?
Review the Issue field
Check:
Investment minimums
Allocation constraints
Q: Why did only some accounts process?
Likely “Complete with Errors”
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