How will I be notified when there are automatic adjustments to my allocation?

Any automatic adjustments to your target allocation will be recorded and stored within "Activity" under “Transactions." These adjustments will be noted as an “Automatic Allocation Change.”

Automatically adjusting the target allocation, will not necessarily cause a rebalance. Once an account balance is at or past the minimum threshold, rebalances will occur if the portfolio drift exceeds our 3% threshold. Additionally, we use any cash flows, including dividends, to rebalance your portfolio towards the target allocation.

If your account is rebalanced, we will send an email notifying you of the transaction.