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Sell All Trading Cushion

Sell All Trading Cushion allows you to enter the percentage amount that will be applied as a fee to the proceeds of the sale in any account that is selling its entire position in that mutual fund. When a mutual fund with this restriction is sold, Tamarac will withhold the fee from the proceeds that are invested in other securities in the model.

Sell All Trading Cushion does not affect the buy calculation in a linked trade. This setting only applies to mutual funds.

Best Practice

Cash reserves also allow for the reservation of cash to cover fees and allow for more precise trading, as you can sell out of a mutual fund, and any fees can be covered by the cash reserve you set.

Learn More

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