What should I do when a rebalance is announced?
Last Updated last year
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When notified, you can choose one of two paths depending on your investment mode:
- Autopilot Mode: Axe lines up the updated orders automatically. You just need to approve with a tap in WhatsApp or the app — execution happens instantly through your broker.
- Manual Mode: You’ll receive an execution guide showing all buy/sell instructions. You can replicate these trades directly in your broker account.
Timely rebalancing helps ensure your portfolio remains in sync with its intended strategy.