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Is there a minimum account size with ModernAdvisor?
Is there a minimum account size with ModernAdvisor?

Account minimum, Minimum investment

Updated over 3 months ago

You can open an account with any amount, but your funds will stay in cash until a minimum balance is reached.

The minimum balance to invest depends on the portfolio option you have selected for your account as follows:

Portfolio Option

Minimum Investment

Core ETF Portfolio

$1,000

Socially Responsible ETF Portfolio

$1,000

High Interest Savings

$1,000

BCV Actively Managed Portfolio

$2,500

Harmony Portfolio

$5,000

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