wdavis
August 8, 2021, 6:28am
#1
Hello there!
I was wondering if it’s possible to set the default fund distribution in auto invest to Self-Balancing instead of By targets.
This would be extremely useful to us who don’t want to re-balance their portfolio due to taxation.
Thanks in advance and sorry if it was asked before (I couldn’t find the answer)
4 Likes
Dao
August 8, 2021, 11:03pm
#2
Not yet, but its been requested so we can hope to see it actioned sooner than a couple years from now. Auto balance is how M1 handles their pie system so would be good to get in T212.
1 Like
Bogi.H
August 9, 2021, 8:51am
#3
Hey ,
@Dao ’s comment is on point. Currently, we are not able to confirm ETA but we’ll keep you updated.
2 Likes
Zaapex
December 6, 2021, 6:27pm
#4
Self-balancing autoinvest would be great
I always self-balance when investing in my pies. This feature is very important and would be very helpful to a lot of people.