Do I have enough money invested to qualify for Direct Indexing and Advanced Indexing?

Your individual, joint or trust account will qualify for Direct Indexing if either its market value or total net deposits exceed $100,000. It will qualify for Advanced Indexing 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 Direct Indexing. Your account will also qualify for Direct Indexing 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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