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What is Robo-Advisor portfolio rebalancing?

Rebalancing involves buying and selling assets over time to keep your portfolio aligned with your objectives.

Your portfolio's assets can range between underweight and overweight because of market volatility. Rebalancing happens periodically to make sure an appropriate balance is maintained within a defined acceptable range.

As rebalancing involves buying and selling assets, it may have tax implications.

On a monthly basis, we check if your portfolio should be rebalanced based on how far it's deviated from its target allocation. When you deposit into or withdraw from the portfolio, Robo-Advisor will try and bring back your portfolio closer to its target allocation.

You won't be charged any additional fees for rebalancing.