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 target threshold. Additionally, we use cash flows, including dividends, to restore your portfolio’s cash allocation to target before investing the remainder toward your portfolio allocation.
If your account is rebalanced, we will send an email notifying you of the transaction.
