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How are existing positions handled when launching an account?

When you launch your Plutus account, your existing positions are automatically rebalanced to align with your chosen model portfolio or basket. This process may involve increasing position sizes, liquidating assets not included in the allocation, or opening new positions entirely. Any holdings that already match the model's target allocation will remain untouched.
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​If you have any questions about existing positions in your account please do not hesitate to reach out using the 'Help' button in the top right.

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