Steps to Rebalance Client Success April 29, 2020 20:40 Updated Follow First, navigate to the Pie you would like to rebalance, then initiate a rebalance on that Pie. For more on rebalances, see here. Related articles Rebalance Individual Pies and Entire Portfolio M1 Automatically Rebalancing Portfolio Reasons to Rebalance Remove an Entire Pie From Your Portfolio Auto-Invest Settings