Copy Rebalance

To copy a rebalance schedule to an account:

1. Find the client record to which you want to copy the rebalance schedule by clicking on the magnifying glass icon. The Find Clients dialog box appears.

2. Select the client. You will be returned to the Copy Rebalance dialog box.

3. Find the account to which you want to copy the rebalance schedule by clicking on the magnifying glass icon. The Find Accounts dialog box appears.

4. Select the account. You will be returned to the Copy Rebalance dialog box.   

5. Click OK. The Rebalance schedule is copied to your selected account.