The Rebalance page lets you manage a set of accounts for which you want the positions to follow a specific set of target allocation percentages. This Rebalance page can be used to:
- Set target allocations for a set of accounts.
- Preview the order quantities needed to achieve those target allocations.
- Create Draft Orders which can then be reviewed and executed.
You can access this Rebalance page in the Advisor Portal in the following two ways:
- Under the Trade menu, by clicking on the Rebalance menu item.
- On the Accounts - Portfolios page, by clicking on the Rebalance button near the top of the page
Note
- The account selector near the top of the page allows you to select one or more accounts. Mark the checkbox next to the account/s you want to rebalance and then click save.
- You can use the same account selector to select an allocation group to rebalance.
- At any given point, either only account/s, or an allocation group, can be selected for rebalance.
- Use the search to find a particular account or allocation group.
Additional Information