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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