Resolve common questions with deposits, withdrawals, and schedule execution.
Q: Why did my CMA fail?
Scheduling conflicts
Invalid dates
Method limitations
Q: Why wasn’t cash invested?
Held in Funding Sleeve
Incorrect method selected
Q: Why didn’t trades generate?
Pro Rata + 100% cash
Missing target (Rebalancer method)
Q: Why can’t I cancel a transaction?
Same-day transaction already processing
Q: Where to Check Status
📍 CMA → History
Status Definitions
Processing
Reprocessing
Working
Completed
Failed
Canceled