Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on Monday, March 24, 2014. You can also find the re-balance calendar for 2013 on ‘Dashboard‘ page once you log in.

As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.

Please note that we now list the next re-balance date on every portfolio page.

Fidelity Portfolios Review

As stated previously, this newsletter is the first in a series to review brokerage specific investment plans.

MyPlanIQ organizes our services based on what our users need: for brokerage based taxable or IRA investments, we try to provide ready to use brokerage specific portfolios for users to follow. From Brokerage Investors page, we now support top six brokerages including Fidelity, Schwab, TDAmeritrade, ETrade, Vanguard and FolioInvesting. We plan to support more as time goes. Please send us email or write on our forum for other brokerages. If there is enough interest, we will work on others.

For a brokerage, we generally provide ETF, mutual fund based portfolios. In Fidelity case, we also provide Fidelity advisor share based portfolios. These are general purpose portfolios that can be customized for any risk profile.

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