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What is auto-rebalance and which motifs are eligible?
Rebalancing ensures your professional motifs are up-to-date and stay true to your original strategy. It also helps enforce the discipline of buying low and selling high as you adjust your positions back to your target weights. With auto-rebalance, we do this for you so your professional motifs are always current.
Once enrolled, you can choose which professional motifs to auto-rebalance, and we’ll always notify you when a rebalance will happen so that you remain in control. Only professional motifs are eligible. All auto-rebalance trades are commission-free.