Do I have enough money invested to qualify for Stock-level Tax-Loss Harvesting and Smart Beta?

Your individual, joint or trust account will qualify for Stock-level Tax-Loss Harvesting if either its market value or total net deposits exceed $100,000. It will qualify for Smart Beta if either its market value or total net deposits exceed $500,000. For example, if you deposit $100,000 in your account, but its value subsequently declines to $97,000 due to market movements, you can still upgrade to Stock-level Tax-Loss Harvesting. Your account will also qualify for Stock-level Tax-Loss Harvesting if you deposited an aggregate of $90,000, but investment returns cause your account value to exceed $100,000.

Because we manage each account according to a separate investment plan, we are not able to aggregate multiple accounts for the purpose of meeting these minimums.

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