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Rebalance View Name

Use this field to descriptively name a Rebalance page view. The name can be used to provide details about the settings configurations in the view. For example, if you have a view that displays all accounts with an Initial workflow status, you might name it Initial Rebalance View.

To name the Rebalance page view, type the desired name in the Rebalance View Name field. This is a required field.

Rebalance view names appear in the Views list:

For more information about views on the Rebalance page, see Review Trades With the Rebalance Page, Rebalance Page Actions, Views, and Filters, and Using Page Views.