Rebalancing Defaults tab
This tab is used to define any default values that will be used when submitting a rebalancing request.
41. Select from any of the drop-down lists, or click Find buttons to search for selections.
42. In the Excess Cash Threshold field, enter the level of cash that must be exceeded before the excess cash will be used as part of the rebalancing.
Note:
Any cash balance in the account over the specified amount will be allocated to any under weight securities first, then across all securities next. The field is enabled and required when the Rebalance type selected is Excess cash only. A value of $0.00 indicates all cash in the account will be used.
43. Select the Use Unapproved Model check box to indicate the pending (unapproved) version of the model linked to the account being rebalanced will be used instead of the active version of the model. This will provide the ability to see the proposed rebalancing will be for an unapproved model.
44. Click Save to save changes and close the dialog.