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Can I change my Minimum Cash Balance?

Yes, to do so please:

  • Log in to your account
  • Just above the table showing your account(s) and its value, you will see a number of links. Click the ‘Account Settings’ link towards the right hand side of the screen
  • Select the ‘Fees and minimum cash balance’ option on the left hand side of the screen
  • Your minimum cash balance for each account will be shown along with the option to edit them

Please remember if there is insufficient cash in your account to cover the fees we will sell investments and return any residual cash to the suggested minimum cash balance.

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