Your Mason Stevens account must maintain minimum cash requirements in your 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.