Pool accounts show up Asset Rebalancing that should not be there
  • 08 Mar 2023
  • Contributors
  • Dark
    Light
  • PDF

Pool accounts show up Asset Rebalancing that should not be there

  • Dark
    Light
  • PDF

Article summary

There are several pools that show up in Asset Rebalancing that should not be there, how can I remove them?

Answer:

There is a setting on the pool to exclude from rebalancing.

Go to FACTS\Pools tab, open the pool in question that should not show in Asset Rebalancing.

Go to the Pool sub-tab, check the box to Exlude from Rebalancing and Save the record:



Was this article helpful?