FAQs about online investing


Cash Management

Portfolios typically hold a 1% cash balance to offset trading variance and to create a buffer for Invisor management fees. While some portfolios have a different cash target, cash is typically invested when the cash balance exceeds 3% and is $300 greater than the target.

If the total account balance is less than $1,000, Invisor will keep the account in cash until it reaches $1,000.

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