iRebal®, the intelligent rebalancer, is a customizable, rule-based program designed to reduce the legwork in complex investment management and rebalancing processes. Enabling you to rebalance according to your unique approach, iRebal was created to offer you more effective portfolio management designed for tax-efficient rebalancing, dynamic cash management, tax loss harvesting*, and more—all through a user-friendly interface.
Hear from advisors how iRebal helped enable them to reduce the legwork involved in rebalancing.Watch video
iRebal is available at no additional cost for all TD Ameritrade Institutional brokerage accounts. And, since iRebal is seamlessly integrated into Veo® and Veo One®, implementation is a breeze.
"iRebal cuts the time we spend on rebalancing portfolios by more than half, even 75 percent."
WNY Asset Management
iRebal’s highly customizable approach can help you gain consistency and efficiency across your firm’s investment operations, reduce operational costs for trade order management and allow you to spend more time on growing your business at a faster pace—without adding additional back-office staff for trading.
Model Market Center is a more flexible and potentially lower-cost option to traditional money management—with the control you want over trading decisions. Tap into a robust selection of third-party models from well-known asset managers—all accessed from within iRebal on Veo. Pick a strategy right off the shelf or combine it with your own models to build your clients' portfolios based on their unique needs.
iRebal offers sophisticated capabilities built to accommodate the individual needs of your clients.
*iRebal offers a flexible tax harvesting feature that allows you to set various loss thresholds for taxable accounts, total loss targets for portfolios, and choose a replacement security for each harvested security. Once the thresholds have been set, iRebal identifies eligible losses in taxable accounts, and shows you the securities that fit the criteria that you have defined.
Material made available through the Model Market Center is provided by third-party Model Managers who are separate from and unaffiliated with TD Ameritrade. TD Ameritrade has not paid for or been involved in the preparation of the content, and has not verified, endorsed or approved the content. TD Ameritrade assumes no responsibility for any fact, recommendation, opinion or advice contained in any such model portfolio or materials and expressly disclaims any responsibility for any investment decisions or for the suitability of any security or transaction based on it.
Model Market Center is an offering of TD Ameritrade, Inc. Registered Investment Advisor (RIA) that leverages iRebal® on Veo® technology to provide independent RIAs access to model portfolios provided by third-party asset managers. iRebal products and services are property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC.