Will Direct Indexing and Advanced Indexing remain on in my account if my balance falls below the minimum account size due to market movements?

Yes, if you participate in Direct Indexing at the $100K initial minimum or Advanced Indexing at the $500K initial minimum and your account balance falls below the respective minimum due to market movements, the respective service will remain on in your account.

Please note: if a withdrawal request causes your account balance to drop below the $100K minimum, Direct Indexing will be disabled on your account and we will sell the individual stocks used to implement Direct Indexing and purchase VTI to represent U.S. stocks. Tax-Loss Harvesting will remain on in your account, as there is no minimum to have Tax-Loss Harvesting.

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