Once a transition has been submitted, transitions are actively managed through the Transition sleeve.
Accessing Transition Management
Navigate to:
Home Dashboard → Left Navigation → Transitions option → Select Manage Transitions
Select the account to view the Transition Sleeve.
Opens the Allocation Holdings tab within the Transition sleeve (Account Details)
Available Actions
Update Tax Budget | Accelerate the Transition | Download Tax Impact Analysis |
Adjust the remaining transition budget at any time. | Manually move positions out of the Transition Sleeve to speed up completion. | Generate an updated view of:
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Move Positions from Transition Sleeve
⚠️Important Notes⚠️
One Transition Per Account
Each account supports only one active Transition Sleeve at a time.
Transition Completion
The transition remains active until all positions leave the Transition Sleeve.