Skip to main content

When do you buy/sell holdings?

Updated over 2 weeks ago

You will incur brokerage when we have to trade (sell) holdings. We make trades for these reasons:

  • Creating your portfolio and buying holdings

  • Adding funds to your account and buying holdings

  • When rebalancing your portfolio, so it stays in line with the portfolio objectives.

  • Rebalancing may involve the buying of some holdings and the selling of others.

  • You are withdrawing funds from your account and selling holdings to free up cash for the withdrawal.

  • Closing your portfolio and selling all holdings

Did this answer your question?