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Set Rebalance Settings

Set Rebalance Settings lets you select an account or accounts and change the default rebalance type without having to edit the settings for the entire account.

After you select your accounts and select Set Rebalance Settings, click Continue. This will open the Set Rebalance Settings dialog box. From there, you can select the appropriate rebalance type, as well as change the Sell Based on Tax Optimization options.

These are the rebalance types available: 

• Buy Only to Invest Cash Rebalance
• Full Rebalance
• Hold Do Not Trade Rebalance Setting
• Invest or Raise Cash Only Rebalance
• Min/Max Rebalance
• Sell Only to Raise Cash Rebalance
• Tactical Rebalance
• Tax Loss Harvesting & Rebalance
• Tax Loss Harvesting Rebalance