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Rebalance Using Settings

Rebalance Using Settings lets you select an account or accounts and run a rebalance on those accounts.

If one of the selected accounts has Tactical Rebalance as its default rebalance type, this option will bring up the Select Tactical Rebalance Settings dialog box.

Once you've rebalanced accounts, you can then begin the rebalance and trade review process.

For more information, see Start the Rebalance Process and Trading Workflow.