Scheduling Rules
First transfer date:
Must be a business day
Future transactions:
Adjust automatically for weekends/holidays
Same-Day Transactions
Cannot be canceled once processing begins
Action Required
Contact Client Support immediately
📞 561-559-7676
💬 Or use the chat in your advisor dashboard
Multiple Schedules
Multiple CMA schedules on same day may cause:
Conflicts
Failed transactions
Method-Specific Behavior
Rebalancer → Requires target
Pro Rata → No trades if all cash
Funding Behavior
Future deposits/withdrawals automatically route to Funding Sleeve
Real-World Impact
Poor scheduling = failed transactions
Wrong method = unintended portfolio changes