Minimum to Invest

The deposit minimum is $50.00. However, we recommend investing a minimum of $2,500 across your portfolio to avoid unfilled orders. Investing smaller amounts may lead to issues with equities that are not fractional at our clearing firms. 

An example:

1. Symphonies can contain fractionable and non-fractionable assets. We can place orders for fractionable assets for exact dollar amounts needed to match intended symphony allocations (e.g., purchase $100 of SPY). For assets that are not fractionable, we will round down purchases to the nearest share. If you do not have enough funds to purchase one full share of a non-fractionable asset, then the money allocated to this asset following symphony logic will instead be kept in cash.

What happens if I invest less than $2,500?

We currently have a required minimum of $50 in each symphony, which makes it possible to invest with less than $2,000 in your account. By investing a smaller amount, you may experience some of your portfolio being left in cash (e.g., due to the use of non-fractionable assets), missing out on exposure to the assets you’ve selected.