How Cash Moves Through Your Account — Practical Playbook
The Practical Playbook: clear answers and proven best practices, all in one place.
7 articles
- How Cash Moves Through Your Account — Overview & The Four SleevesUnderstand how SMArtX tracks cash across four separate sleeves and why the custodian shows one blended number.
- Managed Portfolio Sleeve: When Cash Gets InvestedHow the Managed Portfolio Sleeve works, what lands there, and what determines whether the Rebalancer invests excess cash.
- Funding Sleeve: What Moves Cash HereHow cash enters and exits the Funding Sleeve, and how CMA transaction methods determine whether it gets invested.
- The Rebalancer & Cash: How They InteractHow the Rebalancer monitors cash drift in the Managed Portfolio Sleeve and what triggers a High Cash or Low Cash rebalance.
- Model Sleeve & Protected Sleeve: How Cash Works in EachHow the Model Sleeve and Protected Sleeve handle cash — and why neither is visible to the Rebalancer.
- Cash Movement: Best Practices & Q&AProven best practices for managing cash across sleeves, plus answers to the most common cash movement questions.
- 🚨 Cash Escalation GuideCommon cash escalation scenarios — causes, resolution steps, and when to contact Client Support.