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Will Stock-level Tax-Loss Harvesting and Smart Beta remain on in my account if my balance falls below the minimum account size due to market movements?

Yes, if you participate in Stock-level Tax-Loss Harvesting at the $100K initial minimum or Smart Beta 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, Stock-level Tax-Loss Harvesting will be disabled on your account and we will sell the individual stocks used to implement Stock-level Tax-Loss Harvesting 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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