Any automatic adjustments to your client’s target allocation will be recorded and stored within their “Activity” tab under “Transactions” feed as an “Automatic Allocation Adjustment.”
Automatically adjusting the target allocation will not necessarily cause a rebalance. Rebalances will occur if the portfolio drift exceeds the 3% threshold. Additionally, we use any cash flows, including dividends, to rebalance your client’s portfolio towards the target allocation.
If your client’s account is rebalanced, we will send an email notifying them of the transaction.