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Asset Rebalance - Review

You will be provided:

  • Accounts your request will apply to. 
  • Asset rebalance frequency which was selected. 
  • A summary display of your request, showing what funds you are going from and what funds you are going to. 

Click the "Previous" button if you wish to revise your transaction request. 

Click the "Submit" button if you are satisfied with your transaction request. You will now be presented with the Asset Rebalancing confirmation screen.