Smart Email Notifications
Get alerts about your portfolio: rebalancing, contributions, benchmarks, and important changes
Benefits
Customizable alerts
Choose what to receive: rebalancing due, pending contributions, benchmark changes
Flexible frequency
Daily, weekly, monthly, or on-demand. You control notification volume
Portfolio summary
Weekly email with returns, major changes, and upcoming actions
How it works
1. Configure alerts
In preferences, select which events trigger notifications (rebalancing, contributions, etc.)
2. Set frequency
Choose when to receive them: immediate, daily, weekly, or monthly
3. Receive notifications
Index Balance sends emails with your requested information
Frequently asked questions
Is it safe to receive portfolio data via email?
Yes, emails contain only summary percentages. We never send exact balances for security
Can I unsubscribe from alerts?
Yes, anytime. Every email has a link to modify preferences
Which alerts are most useful?
Rebalancing due (action items) and weekly summary (verification). Avoid daily noise
Do emails include exact prices?
Only percentage changes: "portfolio -1.5%" but not exact values for security
Can I change my notification email?
Yes, in account settings. New alerts go to the new email address