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My target allocation is less than my current allocation. Will this setting work?

You can set your target allocation to be less than the current allocation. However, Auto Invest will NOT sell Notes to re-balance your portfolio; it only places orders for listings according to your investment criteria.

Example. Let’s say your current allocation is 10% AAs, 5% A, 10% B and 75% Cash; and you set a target of 0%AA, 0%A, 0%B, 50%C, 50%D and 0% Cash. In this case, Auto Invest will:

  • NOT sell the AAs, As and B notes in your current portfolio.
  • Place orders for C and D notes only, but will be unable to reach your target allocation while you continue to hold AA, A and B notes.
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