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Who can access Custom Portfolios?

Updated this week

Investors holding an InvestSMART Portfolio in their Professionally Managed Account with at least $10,000 invested can open a Custom Portfolio.

Excludes accounts with a Fundlater loan outstanding.

Custom Portfolios are designed for investors who:

  • Want more control over their investment strategy,

  • Understand investment risks and their own risk tolerance,

  • Are able to set their own investment objectives and strategy.

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