Verification is currently underway for the maintenance items.
Posted Oct 07, 2023 - 17:40 UTC
In progress
The rebalancer is currently undergoing planned maintenance from 10-11am PST today (10/7). All rebalancer functions are temporarily unavailable - including the ability to create, edit, or delete models and portfolios, change an account's portfolio assignment, modify cash settings, and edit security exclusions.
If you attempt to make any updates during this maintenance window, you may receive an error message. It's advisable to wait until the maintenance is completed before making any updates.
Posted Oct 07, 2023 - 17:00 UTC
Scheduled
This Saturday (10/7) from 10-11am PST, the rebalancer will be undergoing planned maintenance. This will temporarily make all rebalancer functions unavailable - including the ability to create, edit, or delete models and portfolios, change an account's portfolio assignment, modify cash settings, and edit security exclusions. All functionality will be restored once the maintenance is complete.
Posted Oct 06, 2023 - 23:34 UTC
This scheduled maintenance affected: Advisor Portal.