Rebalancing Program

Portfolio rebalancing programs adjust the amount of money allocated to each investment portfolio at designated intervals. This is useful because fund allocations gradually fall out of alignment as some portfolio share values grow faster than others. Some asset allocation programs regularly review an investor's financial goals and market conditions and make corresponding changes in the owner's investment portfolios.

Default allocations for Rebalance are set-up from the Allocation link in the Left Navigation menu.

set default allocations from left navigation menu

Allocations Link in Left Navigation Menu

Steps to Configure Rebalancing

Select the Allocations link on the Left Navigation menu.
Find the Rebalancing Program section.
Select the number of funds from the drop down list.
Select the allocation method from the drop down list.
Select the fund(s) from the drop down list.
Enter the percent to be allocated to each fund.
Click Save.

rebalance default allocation settings

Rebalancing Section of Allocation Screen

Update Allocations for a Specific Activity

Allocations can be modified for specific activities. Changes are made through the Activity Detail window. Click the Activity Detail icon next to the activity to open the Activity Details window. Then, click the Allocations link and make the necessary changes.

change allocations in activity window

Allocations Link in Activity Detail Window