What is portfolio rebalancing?

Over time, your portfolio allocations might "drift" based on the performance (change in value) of different investments within your portfolio. Portfolio rebalancing back to your targeted asset allocation , which was designed to suit your unique needs and goals, may be needed when this happens. Again, we’ve got you! We’ll monitor your account and make the trades necessary to rebalance it back to your personalized allocation as needed. Rebalancing is a service that we provide as part of managing your account to make sure your investment portfolio reflects the proper risk and return characteristics over time. You won’t get charged any trading fees for rebalances or for trades in general!

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request