- Open FACTS
- Navigate to the pool tab
- Find the pool that needs to be excluded and open the Pool record.
- Click on the exclude from asset rebalancing option.
The next time asset rebalancing is run, the pool is skipped.
Note, the pool should not be included with a non zero percentage on any fund record targets since the remaining pools will not total 100% and you will get an error.
This option is primarily used to ensure that the money is not swept out of the pool because it has a 0% Target percentage, but has assets. This is frequently used with Money held in Trusts or separate asset accounts. Recently, money market accounts holding spending policy dollars have been set up this way.