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Understanding Rebalance Statuses In the History Tab

Rebalancer Request Statuses – What They Mean & What To Do.

Overview

When you submit a rebalance request in SMArtX, it will move into one of the following statuses that you will see within the History tab. Use this guide to understand what each status means and whether any action is required.

Rebalance Status: Complete

What does "Complete" mean?
Your rebalance request was successfully submitted, and SMArtX is sending orders to your custodian for execution.

Do I need to take action?
No action is required.

What happens next?
Your custodian will process the trades associated with this rebalance.

Rebalance Status: Complete with Errors

What does "Complete with Errors" mean?
Your rebalance request was partially successful. Some accounts were processed, but others failed.

Do I need to take action?
Yes.

What should I do?

  1. Open the rebalance submission

  2. Review all accounts in the request

  3. Identify accounts with errors

  4. Review the issue details

  5. Fix the issue(s)

  6. Resubmit only the failed accounts

Pro Tip: You do not need to resubmit the entire rebalance — only the accounts that failed.

Rebalance Status: Failed

What does "Failed" mean?
The entire rebalance request failed. No trades were submitted.

Do I need to take action?
Yes.

What should I do?

  1. Click into the rebalance submission

  2. Locate the Issue field

  3. Review the error message

  4. Resolve the issue(s)

  5. Resubmit the rebalance request

Where do I find the issue details?
Inside the rebalance submission, under the Issue field.

Rebalance Status: Expired

What does "Expired" mean?
Your rebalance request was submitted but not approved before the end of the business day.

Do I need to take action?
Yes.

What should I do?

  • Recreate and resubmit the rebalance request

  • Ensure it is approved the same day

How can I prevent this?
Approve rebalance requests promptly to avoid expiration.

Rebalance Status: Canceled

What does "Canceled" mean?
The rebalance request was canceled before it was approved. No trades were submitted.

Do I need to take action?
No action is required.

What if I still want to proceed?
You will need to create and submit a new rebalance request.

Best Practices

  • ✅ Always review submissions with errors before resubmitting

  • ⏱ Approve rebalances promptly to avoid expiration

  • 🔍 Use the Issue field as your primary troubleshooting tool

  • 🔁 Only resubmit affected accounts when partial failures occur

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