Your portfolio’s asset mix may change over time as your investments grow at different rates. Rebalancing the asset mix to your desired allocation periodically can help keep your portfolio better aligned with your investment goals.
You can rebalance online by logging in to your account.
Select Rebalance to make a one-time exchange or to establish an automatic rebalancing plan.
You can rebalance your account by calling Shareholder Services. Get the phone number and service hours.
You can request to rebalance your account by sending a letter of instruction that can be:
Your financial professional can rebalance your account for you and set up your account with free automatic rebalancing.
For details on rebalancing using any of these options, see Options for Managing Your Account.
It’s always a good idea to work with your financial professional when making decisions about your investments and account transactions. He or she can offer advice and ensure your decisions fit your long-term financial goals.