RebalanceTwo careers. One direction.
Your 401(k), your partner’s 401(k), an IRA on the side. Plan across them together, while keeping ownership and account balances separate.
Retirement, working together
Different accounts.
One retirement plan.
Rebalance your 401(k)s and IRAs together—even when your money needs to stay in separate accounts.
RebalanceWorks turns your household’s goals, balances, and available funds into one coordinated allocation.
Have an invitation? Enter your code to get started. Need a code? Request access.
The household view
One picture. Every account.
Combined portfolio$500,000
2 people3 accounts
Your 401(k)$250,000
Partner’s 401(k)$150,000
Your IRA$100,000
Household allocationMatches example target
50%30%20%
U.S. stocksInternationalBonds
Example only; not a recommended allocation.
Built around your householdWorks with each account’s fund choicesYou review the plan
The bigger picture
Your accounts are separate.
Your strategy shouldn’t be.
A shared retirement goal can span different employers, providers, and investment menus. Give each account a role in the whole.
Let each account play to its strengths.
One plan has the stock fund you want. Another has your preferred bond fund. Build around the options you choose in each account, without forcing an identical mix everywhere.
See how the whole picture has shifted.
Markets move. Contributions add up. A combined view helps you see how your household’s investment mix compares with the target you’ve chosen.
Go from percentages to a plan.
Translate a household target into account-by-account allocations. Review what goes where, with a clear path back to your goals if something doesn’t fit.
A closer look
See the whole plan
come together.
From separate accounts to a coordinated allocation. Our product walkthrough is on its way.
RebalanceWorksPRODUCT WALKTHROUGH
A little clarity is coming.Demo video coming soon
Preview in the works
A thoughtful process
Your goals lead.
You stay in control.
The experience we’re building, from the first question to your next step.
- 01
Set your direction
Add your goals, account balances, and the funds you want to consider. Review and adjust the suggested target mix.
- 02
Review the whole plan
See the proposed allocation for each account. Want a different result? Revisit your goals or fund choices and generate a new plan.
- 03
Put your plan to work
Approve your plan, then use it to make changes with your account providers. Automatic execution is not available yet.
Made for the occasional check-in
A yearly price.
For your long-term plan.
Whether you revisit your mix each quarter or once a year, pricing should fit the way you use the app.
One household. One clear price.
No percentage of your portfolio.
Household
$19 / year
For your household’s retirement accounts.
- Coordinate multiple 401(k)s and IRAs
- Revisit your plan throughout the year
- Review allocations account by account
- Include both partners in one household plan
Pricing and plan details are provisional.
No payment collected when you request access.
Security & privacy
Your financial data belongs
on your device.
We’re building RebalanceWorks so your account balances, investment choices, and retirement goals stay on your device. Your plan will be calculated right there, without sending your financial details to us.
Access requests and feedback are sent to our team so we can reply. Please keep financial details out of those messages.
Get in early
Make room for a
more coordinated future.
Request access to RebalanceWorks. We’ll email you when there’s a place for you to try it.
Let’s make it useful
A question?
A better idea?
Tell us what would make managing your household’s retirement accounts easier. Questions, feedback, and feature ideas are welcome.
What if my accounts have different tax rules?
Coordinating an investment mix does not combine your accounts or change their tax treatment. Rollovers, Roth conversions, backdoor IRA strategies, and tax optimization are outside the scope of this page. Confirm tax-sensitive decisions with a qualified professional.