Minimum Investments

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Minimum Investments

On the Trade File Group Settings panel, found on the Rebalancing tab when editing a security, Minimum Investments lets you set the minimum investment amounts for a particular custodian.

These are the options you can set under Minimum Investments:

Setting	More Information
Minimum Investments	Select whether you'd like Initial Investment or Subsequent Investment amounts to be in $ (dollars) or Shares. Tamarac Trading won't recommended trades if the recommended amount of the trade is less than your minimum and/or initial investment amounts. Be aware that: If applying a minimum investment setting to an ETF or equity, these must be set in shares. Initial Investment and Subsequent Investment settings are used to specify investment minimums dictated by the fund at the individual account level, not at the firm level. Unlike the minimum trade size settings applied at the account level, minimum investment requirements should primarily be reserved for minimum purchase requirements set by the fund company.
Initial Investment	Enter the initial investment requirements for Tax deferred and/or Taxable accounts. 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. Be aware that: If applying a minimum investment setting to an ETF or equity, these must be set in shares. Initial Investment and Subsequent Investment settings are used to specify investment minimums dictated by the fund at the individual account level, not at the firm level. The Minimum investment type selected above dictates whether this initial investment amount is in $ (dollars) or Shares.
Subsequent Investment	Enter minimum trade requirements beyond initial investment requirements for Tax deferred and/or Taxable accounts. The subsequent investment amount applies to some fund companies that have minimum subsequent investment amounts beyond an initial investment amount. 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. Be aware that: If applying a minimum investment setting to an ETF or equity, these must be set in shares. Initial Investment and Subsequent Investment settings are used to specify investment minimums dictated by the fund at the individual account level, not at the firm level. The Minimum investment type selected above dictates whether this initial investment amount is in $ (dollars) or Shares.

Setting

More Information

Minimum Investments

Select whether you'd like Initial Investment or Subsequent Investment amounts to be in $ (dollars) or Shares. Tamarac Trading won't recommended trades if the recommended amount of the trade is less than your minimum and/or initial investment amounts.

Be aware that:

If applying a minimum investment setting to an ETF or equity, these must be set in shares.
Initial Investment and Subsequent Investment settings are used to specify investment minimums dictated by the fund at the individual account level, not at the firm level.
Unlike the minimum trade size settings applied at the account level, minimum investment requirements should primarily be reserved for minimum purchase requirements set by the fund company.

Initial Investment

Enter the initial investment requirements for Tax deferred and/or Taxable accounts.

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.

Be aware that:

If applying a minimum investment setting to an ETF or equity, these must be set in shares.
Initial Investment and Subsequent Investment settings are used to specify investment minimums dictated by the fund at the individual account level, not at the firm level.
The Minimum investment type selected above dictates whether this initial investment amount is in $ (dollars) or Shares.

Subsequent Investment

Enter minimum trade requirements beyond initial investment requirements for Tax deferred and/or Taxable accounts.

The subsequent investment amount applies to some fund companies that have minimum subsequent investment amounts beyond an initial investment amount. 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.

Be aware that:

If applying a minimum investment setting to an ETF or equity, these must be set in shares.
Initial Investment and Subsequent Investment settings are used to specify investment minimums dictated by the fund at the individual account level, not at the firm level.
The Minimum investment type selected above dictates whether this initial investment amount is in $ (dollars) or Shares.

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

For more information on trade file group settings, see Trade File Group Settings.