No, Crea8 does not. But we will route your securities transactions electronically to our partner broker, Your relationship our partner broker will be governed by a separate agreement between yourself and the broker.
When you purchase or sell a strategy, we will immediately place the orders with our partner broker for each individual security the strategy contains. If the market is open, the orders will be executed. If the market is closed, then it will be queued in the system and will be executed when the market opens.
If you set your strategy or plan to rebalance automatically, then we will rebalance it and notify you. If you have chosen to rebalance manually, then we will remind you when it is time to rebalance. Then you will have to log in and click on the “Rebalance” button.
Yes, you can. To do this, log in to your account > click “Overview” then choose the strategy that you have invested in. Then, click “View Strategy Details” > click “Edit Strategy”. In the “Overall Investment Style” tab, you will be able to change how often the strategy is rebalanced and whether it is rebalanced manually or automatically.