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Troubleshooting

  • Why don’t my portfolio and broker values match?
  • What should I do if my order doesn’t complete?
  • Why was a stock not available during rebalance?
  • What happens if I sell stocks directly from my broker?
  • How do I report an issue with my portfolio?
  • How do I contact support?
  • Why is a stock weight in my broker different from the model weight?
  • What if I edited quantities/prices manually — will Autopilot still sync later?
  • How do I revoke Autopilot permissions from my broker?
  • Where can I see system status (broker connectivity / outage notices)?

Investment in securities are subject to various risks. Read all the documents carefully & consult your financial advisor before investing.

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