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  1. Oranj
  2. Trading & Rebalancing

Trading & Rebalancing

Learn how your dashboard allows you to trade and rebalance your client accounts.

Account Settings

  • Account Trade Settings

Trading Customizations

  • Global Security Settings
  • Buy Location Optimization
  • Security Equivalents
  • Restricting Securities - Account Level
  • Firm Trade Settings

Rebalancing

  • Tax-Loss Harvesting
  • Raise Cash

Trading

  • Directed Trading
  • Direct FIX Trading and File Export

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