Rebalance Account Eligibility

Select which accounts should be included when generating rebalance trades. Unchecked accounts will still appear in your portfolio totals and allocation analysis, but no trades will be suggested for them.

Eligible Account Institution Type Value % of Total
Individual Brokerage Vanguard Taxable $392,000 39.1%
Roth IRA Vanguard Tax-Advantaged $354,400 35.4%
Traditional IRA Fidelity Tax-Advantaged $160,000 16.0%
401(k) Empower Tax-Advantaged $95,000 9.5%
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