Setting a cash reserve is completely optional. Investors can choose to set aside a percentage of their portfolio in cash, as a cash reserve. By doing so, Auto Invest will only use funds in excess of your cash reserve to place orders, and will not place orders until this cash reserve level is met. You can change your cash reserve at any time by adjusting the percentage of cash in your target allocation.
Select a product and get your rates
We'll be with you every step of the way.