Minimum cash requirements

Each client account must maintain minimum cash requirements in their Self-Directed Portfolio.

Investment

$2,000

Super (Accumulation)

$2,000 or 2% of the entire account balance (whichever is higher) up to $15,000.

TTR & Pension

$5,000 or 5% of the entire account balance (whichever is higher) up to $15,000.

Please note, managed portfolios will have additional minimum cash requirements.