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Initial Investment

Initial Investment lets you set the initial investment requirements for Tax deferred and/or Taxable accounts in the selected trade file group. This is common for securities to require an initial dollar amount to invest in that security. Setting a minimum initial or subsequent investment on a security will require purchases greater than or equal to the amount entered for accounts assigned to trade files formats in that group.

Initial Investment and Subsequent Investments settings are used to specify investment minimums dictated by the fund at the individual account level, not at the firm level.

Investment Units

The Minimum Investment Type selected above dictates whether this initial investment amount is in $ (dollars) or Shares.

If applying a minimum investment setting to an ETF or equity, initial investment requirements must be set in shares.

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For more information on security settings for trade file groups, see Trade File Group Settings.

For more information on maintaining your securities, see Add and Maintain Securities.