My client’s holdings show stocks that they don't hold any longer, what should I do?

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• Why can my client not sell stocks without authorization?

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• Why is the rebalance order suggesting changes to the stocks which are not added/dropped in the rebalance update?

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• Client’s available funds in the Trading Account are low to place the order, what should be done?

  In the absence of sufficient funds in trading account, the client needs to add funds and the order should be placed again

• Will I be able to create a Buy transaction for my client after canceling a subscription?

  Yes, there is no restriction on this. However, the client would not receive any rebalance updates pushed from the creator’s side.