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How do I customize my Direct Index portfolio?

Customizing allows you to add, remove, or change the weighting of any stock or sector in the index.

You may customize your Direct Index portfolio at any time:

  • Customizing before funding allows you to change your holdings before making trades or incurring taxable events. To do this, simply click the “Customize” button after submitting your account application.
  • After your account is traded, there are two ways to customize from your Positions page. (1) Click on “Customize” to update or rebalance the weights of all the positions in your portfolio. (2) Turn off Auto-Invest Cash and click Trade on any individual positions in your portfolio. By doing this, you can buy or sell any individual position without updating the weights of other positions in your portfolio.
  • If you have any questions concerning customization of a Direct Index portfolio, please contact Customer Service at service@motif.com, or 1-855-586-6843 call 9am-6pm ET, Monday through Friday.

    Please note that customizing your direct index portfolio carries a licensing fee of 0.15%, expressed as an annual fee rate. This fee is based on the amount of invested assets and will be deducted from your account balance on a monthly basis. For further information, please see the Fees and Commissions page.