Cash Balances Report

We have released a Cash Balance Report that provides a breakdown of every cash balance across all portfolios, in every currency, you hold through the Mason Stevens platform. You will be able to see the percentage of cash held within every portfolio, as well as the percentage of cash held in a client’s overall account. The report also includes the minimum cash balance held within the Self-Directed Portfolio. You can download this report via Business management > Management reports.  


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