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Is there an account minimum?

Trading accounts do not have an account minimum. You can start investing in a motif portfolio for as little as $300. To trade on margin, you’ll need a minimum balance of $2,000.

Direct Index accounts and Impact accounts have minimum balances so that you can buy enough shares of stocks in the respective accounts. For both, the minimum balances must be maintained over the lifetime of the account.

  • Direct Index accounts have a minimum balance of $10,000
  • Impact accounts have a minimum balance of $1,000