How do I allocate new funds to my existing Allocations?
To deposit, simply transfer cash or assets into your brokerage account. Plutus will automatically invest new funds into your existing Allocations once they settle. No action is required on your part to deploy new cash or positions.
How do I allocate new funds to a new Allocation?
Please follow the directions below.
Pause rebalancing: Use the Pause button under your Profile Section to temporarily pause rebalances.
Deposit Cash or Positions: Into your IBKR account.
Update your Allocations: Adjust your allocations under Dashboard.
Resume Rebalancing: Once you have updated your allocations and completed the deposit Resume automated rebalancing under Profile
Please do not hesitate to reach out if you need any support while allocating new funds using the 'Need Help?' chat or at [email protected].