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?