WorkplaceXchange®The Defined Contribution (DC) Rebalance API displays and enforces fund restrictions when a participant submits a portfolio rebalance request.
Benefits and features
The DC Rebalance API supports the capability to adjust a participant’s portfolio assets, which can enable participants to stay within their risk tolerance.
This API provides plan and fund restrictions for an account and enforces those restrictions when processing a rebalance request. In addition, it provides restricted balances and a minimum percentage for available investment options.
How it works
When a participant enters information for a portfolio rebalance request, the API displays and enforces plan and fund restrictions.
Sample use cases
These examples show sample participant data from the DC Rebalance API on a plan sponsor mobile app.
Allocating percentages to investment funds
In this use case, the participant can request to allocate a specific percentage of an account to an investment fund.
Review restricted funds
In this use case, the participant can review funds that may be restricted due to currency or share amounts.
