Need a hand?

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

How often does my portfolio rebalance?

We check if your portfolio should be rebalanced on a monthly basis, 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 ‌your portfolio closer to its target allocation. You won't be charged any additional fees for rebalancing. 

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