Automated plans help you manage your client’s cash balance. You can choose to have:
- Automatic Cash Management
- Automatic Rebalancing (Voyage only)
- Dollar Cost Averaging.
Automated plans help you manage your client’s cash balance. You can choose to have:
Automatic investment plans will be displayed under the Account Features heading. Your client’s account can either have (Y) or not have (N) an automated plan.
You can also run a report across all your clients' accounts to see who has Automatic Cash Management set up, instead of checking this individually. Learn more about running reports.
Automatic Cash Management must be linked to a client’s account on a client level. You can’t link Automatic Cash Management at a model portfolio level.
To cancel an automatic investment plan, you need to put in an end date. If you want to the plan to end today, it’s important to keep in mind the day that your investment plan option runs. To find out more see:
If you just want to cancel at a later date, simply enter the last day of the month for the last month you want the plan to run.
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