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Default Rebalance Setting

This setting is the default rebalance type for the chosen account. In a group, different accounts can have different default rebalance types assigned to them.

This setting determines which rebalance is used when you Set Rebalance Settings to Account Default.

When using Default Rebalance Setting, be aware that:

• If you change the rebalance type for a group, Tamarac Trading will change the rebalance settings for the underlying accounts to the rebalance type you selected.

• If you change the default rebalance setting for an account, this will remove any current rebalances. To re-run the rebalance after making changes to an account, choose Save & Rebalance on the Account Settings page.

In Default Rebalance Setting, you can choose the following options:

• Full Rebalance

• Min/Max Rebalance

• Buy Only to Invest Cash

• Hold Do Not Trade

• Invest or Raise Cash Only

• Sell Only to Raise Cash

For more information on starting a rebalance in an account, see Start the Rebalance Process.