rebalancing using broker site

[willmason]

I allow TD Ameritrade to rebalance my portfolio quarterly. If I use Fund Manager to query TD Ameritrade will that function transfer the new data of the rebalanced porfolio to me?

[Mark]

Hi willmason,

Yes, it will. You can retrieve all your transactions from TD Ameritrade. When they re-balance your portfolio, there will be buy and sell transactions to make whatever adjustments were necessary. These buy and sell transactions will be retrieved into Fund Manager when you retrieve transactions.