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Auto-Rolling

The Auto-Renewal feature automatically renews your position into a longer-dated term at maturity, removing the need for manual repayment or ongoing monitoring. You can adjust this setting either when opening a new position or from the Portfolio page.

Modify renewal policy when opening a position​

When creating a position, you can:

  • Enable Auto-Renewal
  • Enable Fallback to Variable Rate
  • Modify the maximum renewal rate

If you disable both features, your position will be soft liquidated at maturity unless it is paid in full beforehand.

To adjust these settings when opening a position, click Edit Renewal Policy on the Renewal Info page, make your changes, and then click Save Settings.

Modify renewal policy for an existing position​

  1. Go to the Portfolio page.
  2. Select the position you want to update.
  3. On the position’s page, click the filter icon on the Maturity line.
  4. Enable or disable Auto-Renewal and Fallback to Variable Rate, and/or set the maximum interest rate you are willing to accept for renewing your position.