Type in your Username and Password,
as provided in your welcome letter
Select Role: Participant
Click the Login button
Click Make Changes to Your Account.
3. If you already have a rebalance option set up this section will state the date of the next rebalance.
Click Get Started under the Rebalance option to make changes.
5. To Turn ON a recurring rebalance, complete the following sections:
- How often you would like to rebalance:
- Once a year
- Twice a year
- Every three months
- Every month
- Set Date of First Rebalance
- Enter a Threshold
- Click Next
- RPC Rebalances on the 26th date of the month.
To Turn OFF the Recurring Rebalance:
Toggle the button to OFF
You will be provided a Confirmation Number for your records.