Automatic rebalancing

A feature that shifts the allocation in your recommended model portfolio, based on asset or risk allocation. All Human Interest plans include quarterly rebalancing. For example, if your model portfolio recommends 60% stocks, Human Interest automatically updates your investments each quarter so you maintain 60% holdings in stocks (it can shift as the markets change). Note: If you opt to self-direct, instead of using a model portfolio, you will not benefit from automatic rebalancing.