Glossary · Trading and execution

Trade rotation

Trade rotation is the documented order in which accounts or groups are traded when the same decision affects many portfolios and cannot be executed simultaneously.

Without a rotation policy, whoever gets traded first systematically receives a different price from whoever gets traded last — and over time that difference is not random.

Examiners look for a policy, evidence it was followed, and evidence that no group is consistently advantaged.

Questions this did not answer? Ask them directly — that is what the twenty minutes is for.

Schedule a call to see for yourself Call 888-GET-UXWP