The Dispatch

Rebalancing Portfolios At Account Level

Freedom Advisors advanced technology has sophisticated, automated rules for injecting and raising cash. The technology works from the sleeve furthest from target, brings that sleeve back to target, and then moves onto the next sleeve. There is no action you as the advisor need to take to have that process work. It injects cash into the sleeve(s) furthest from target weight on the downside and raises cash from the sleeve(s) furthest from target on the upside, thereby automatically acting as at least a partial rebalancing mechanism.

What the above technology does not do is:

1. Take the entire multi-sleeve model back to target weights
2. Impact individual securities within a single-sleeve model
   
   

One-Click On Demand Portfolio Rebalancing

Therefore, your Freedom Advisors Service Center now has an easy on-demand model rebalancing function for you to use if you ever need to rebalance an individual account's managed model portfolio(s). The new Rebalance Portfolio service request will rebalance the whole portfolio(s). For single-sleeve portfolios, it will rebalance all the securities in the portfolio back to their model target weights. For multi-sleeve portfolios, it will rebalance all sleeves in the portfolio back to their model target weights.

Simply go to the account you wish to rebalance, click on Service then Rebalance Portfolio, check the box next to the portfolio to rebalance, enter your password, and hit Submit.

If you have questions or need assistance, please contact Advisor Services at support@EQIS.com or 800-949-9936 and press 2.