Case Topic | A Little More Specific | Description |
Additional Deposit | Buy Rebalance Request | For use when money has been deposited and you want a "buy only" rebalance |
Additional Deposit | Full Rebalance Request | For use when money has been deposited and you want a full rebalance (potential buys and sells) |
Liquidation | Sell Rebalance Request | For use when there is a liquidation need or a cash distribution has been made and you want a "sell only" rebalance to raise cash |
Liquidation | Full Rebalance Request | For use when there is a liquidation need or a cash distribution has been made and you want a full rebalance (potential buys and sells) |
Model Selection | New Account | For use to assign a model selection to a new account being added to the platform |
Model Selection | Existing Account | For use to change the model assigned to an existing account |
Billing | Billing Inquiry | For use to submit general questions relating to the billing on an account |
Billing | Account Closure/Rebate | For use to notify of an account closure and/or fee rebate request |
Billing | Fee Schedule Update | For use to change the fee scheduled assigned to an existing account |
General Inquiry | General Inquiry | For use for any other general questions regarding the platform and/or an account on the platform |