Using and managing your PMA
24 articles
- Does InvestSMART automatically reinvest dividends and interest?Are my dividends, distributions, interest, returns, reinvested?
- How do I change or reallocate the Model Portfolio(s) held by my Professionally Managed Account (PMA)?How do I change my portfolios? Change from one portfolio to another.
- How can I check or change my income settings?Everything you need to know about reinvesting your income, receiving your income or checking your current settings. Income sweep.
- How can I check or change my regular withdrawal plan?Turn on or off withdraw regular amounts
- I need to change my bank accountHow to change the bank account associated with your PMA
- Where do I find my PMA account number?
- How often is my portfolio data updated?
- What is an Income Sweep?
- How can I make an income from investing with InvestSMART?
Custom Portfolios
All the tools and insights to personalise your portfolio
- Who can access Custom Portfolios?
- What Exchange Traded Funds (ETFs) are allowed?What ETFs can be added to custom portfolios?
- How many Exchange Traded Funds (ETFs) are allowed?
- Will my custom ETFs be included in my annual tax statement?
- How are custom ETFs selected?
- What are the fees for custom portfolios?
- How do I add custom portfolios to my account?
- Can I reallocate existing holdings to Exchange Traded Funds (ETFs)?Allocating funds to custom portfolios
- Do I own these Exchange Traded Funds (ETFs)?Ownership of holdings in custom portfolios
- How will the distributions be handled?Distributions and dividends in a custom portfolio
- Can I choose to participate in the Distribution Reinvestment Plan (DRP)?DRP settings for custom portfolios
- Can I request an Exchange Traded Fund (ETF) from outside the approved list?Additional holdings in custom portfolio
- Can we invest in overseas listed Exchange Traded Funds (ETFs)?
- Will my selection of Exchange Traded Funds (ETFs) be rebalanced automatically?Rebalancing of custom ETFs
- Can I have a Regular Contribution Plan for InvestSMART Custom?