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No. of Recommendations: 3
Congrats on the successful migration to this approach. I have used rebalance tool from day 1 almost. i asked IB when i was starting as i thought of this issue. got lucky to get good advice.

I still do not migrate new clients into allocation day 1. it can go either ways. i am also debating what you just said. get them in day 1. that way you dont have to worry about forgetting and also going back weekly or worse trying to get each stock 3-5% or some random % below the price since their account started. your mind can play all kinds of games on you...

I do not rebalance quarterly but when i trim / add a position i use it and that helps.
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