When rebalancing a group of accounts, the system will generate group orders that consider the account’s individual net liquidation value. This means that each account will individually be rebalanced to the target percent specified by the trader regardless of how large or small the account is relative to the rest of the accounts in the group.
Note
- Rebalancing a group of accounts pools the net liquidation value of all accounts in the group. The Actual percent is relative to the total Net Liquidation value of the group, despite the individual account Actual percentages being higher or lower than the group.
Additional Information
- The Rebalance for Advisors tool can be found in our Users' Guide.