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PLATFORM UPDATES

FROM THE TRADE DESK

We would like to make you aware of a trading function change scheduled to begin in August 2018.  To ensure efficient and effective billing on your client’s accounts there will be a monthly rebalancing event taking place on the 5th of each month. This will be used to facilitate the proper amount of cash being available to be withdrawn from each account to avoid any unnecessary delay in the billing process.

Please note that this event will not be happening the first month of each quarter to comply with the quarterly model manager rebalance; thus, avoiding over-trading in your accounts.  We are implementing the drift tolerance for the cash position of .75% to ensure we capture as many accounts in need of additional cash. Please direct any questions you might have regarding this change to the AEWM allocation team at trading@ae-wm.com or 866-363-9595.

As always, please reach out to your VP of Wealth Management at 866.363.9595 for further details.

AW04180102 - For investment professional use only.

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