The power of intelligent rebalancing

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.

Rethink Rebalancing

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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.

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"iRebal cuts the time we spend on rebalancing portfolios by more than half, even 75 percent."
Joseph Starinsky

WNY Asset Management

How can iRebal benefit your firm?

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.

  • Streamlines investment operations such as managing your clients’ liquidity needs and asset allocation.
  • Empowers you to take advantage of market opportunities and rebalance according to your unique investment philosophy.
  • Facilitates dynamic tax loss harvesting—at any time of the year—and other tactical trading capabilities to help you quickly adjust individual positions, swap securities or harvest tax losses across all of your clients.*
  • Integrates with external systems—like portfolio management and CRM platforms as well as digital advice offerings.
  • Provides access to Model Market Center—allowing you to incorporate third-party models into your existing rebalancing processes to help streamline operations

Change the way you approach investment management

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.

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Better Serve Your Clients

iRebal offers sophisticated capabilities built to accommodate the individual needs of your clients.

  • Tax considerate, household level portfolio rebalancing – the family of accounts can include multiple taxable and qualified accounts, as well as consideration for externally held assets.
  • Rebalancing can be done across any number of accounts in a household or group offering your clients possible tax advantages and potentially saving them money on transaction costs.
  • Extensive cash management functionality to locate or raise cash, taking your defined tax implications into consideration.
  • A broad range of security types – iRebal considers the full range of investments from mutual funds, individual stocks, individual bonds, exchange-traded funds, and separately managed accounts.
  • Convenient access to a robust selection of models on the Model Market Center – from well-known third-party asset management firms.

*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.