How frequently may I place trades in my account?

This strategy is designed to be managed for you and is not intended for “day trading” or any other similar trading strategies, including market timing. You have the ability to influence your account through the following activities:

  1. You make a deposit
  2. You adjust your risk profile and selected model portfolio
  3. You request a distribution

Honest Dollar will review your account, using a portfolio management system, to determine if your ETF holdings deviate from the target allocations in your selected portfolio. Honest Dollar will review such deviations and will periodically rebalance to bring your holdings back in line with the target allocation of your selected portfolio.