Any automatic adjustments to your target allocation will be recorded and stored within your “Activity” tab under “Transactions” feed as an “Automatic Allocation Change.”
Automatically adjusting the target allocation, will not necessarily cause a rebalance. Rebalances will occur if the portfolio drift exceeds our 3% threshold. Additionally, we use any cash flows, including dividends, to rebalance your portfolio towards the target allocation.
If your account is rebalanced, we will send an email notifying you of the transaction.