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

Regular AAC (Asset Allocation Composite) portfolios are always rebalanced on the first trading day of a month. 

For regular SAA and TAA portfolios, the next re-balance will be on Monday, December 23, 2019. You can also find the re-balance calendar for 2019 on ‘Dashboard‘ page once you log in. Please note that we are phasing out this rebalance calendar. 

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.

Holiday schedule

We will not publish newsletters on 12/23 and 12/30 because of holiday schedule. We will resume our publication on 1/6/2020. 

We wish everyone a joyful holiday and happy New Year!

Q&As On Our Services

The recent changes of our services have caused many questions. In the following, we answer some of our users’ questions. 

Please login or register an account to view the newsletter