Account not trading as you expected? Double check the items below to make sure everything is in good order. If not, please contact us at email@example.com or 360-301-7579 and we'll look into it further for you.
- Is the account on the shared rep code? (it should be)
- Is the account assigned to a goal? (it should be)
- Do both the goal and the account have Robo on? (they should be)
- Are the securities set to liquidate? (they should be)
- Is the cash setting higher than the AUM? (it should NOT be)
- Are all of the securities assigned a custom & RobustWealth asset class? (they should be)