Portfolio Rebalancing

Over time, market fluctuations can shift your portfolio's original asset allocation and potentially throw your financial goals off kilter. The Portfolio Rebalancing tool allows you to compare your current asset mix to the planned asset mixes you set up using the Asset Allocator or Retirement Planner tools.

In 3 easy steps, you can:
• Select the plan you want to review
• View the asset mix from the selected plan
• See the differences between your plan and your actual asset mix

Comparing your actual asset mix to your investment plan on a regular basis will help you identify what needs to be done to rebalance your portfolio and bring it back in line with your plan.