Rebalancing Group Option

Back	Home > Data Dictionary > R > Definition: Rebalancing Group Option

When creating a directed trade, Use Rebalancing Group Value lets you use individual account values or group values.

Select one of the following options:

Setting	More Information
Use Rebalancing Group Value	This option calculates the trade based on the group in which the account belongs.
Use Underlying Account Value	This option calculates the trade based on the value of the individual account.

Best Practices

For most directed trades, you'll be using the Use Rebalancing Group Value. However, some trades are best executed with the Use Underlying Account Value option. A few examples:

Swapping securities between individual accounts within a group.
Single security trading within individual accounts.
Accounts which must be kept in equal weights or allocations, like two identical education accounts for the two children of a family.

Learn More

For more information on creating directed trades, see Directed Trades Process. For more information on directed trades strategies, see Strategies Using Directed Trades and Directed Trades Versus Rebalancing.

For more information on quantity and trade types and how they'll affect directed trades, see Trade Type and Quantity Definitions in Directed Trades.