How to place an order with rebalancing alert for the selected portfolio?

A rebalancing alert notification is provided to client though APP when the optimizer generates a rebalancing notification if any.

Step 1: Log in to the “Webull”

Step 2: Go to the "My Position" section

Step 3: Select the portfolio

Step 4: Check for the rebalancing alert in the title of "Reminder: It's Time to Rebalance"

Step 5: Click on the “Reminder”

Step 6: On the “Rebalancing” page, the client can view the rebalancing details

Step 7: To accept the rebalancing alert, click on the “Trade” button at the bottom of the page to place an instruction

Step 8: Click on the “confirm” button at the bottom to confirm the order

Step 9: A reminder notification will appear at the bottom to remind the client the important notice and click “confirm” the order, the order will be placed to the market.