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Why do I need a separate account to own the Motif 500 or other Direct Index portfolios?

A separate account for direct index portfolios is required so that we can offer the optimal experience while seamlessly processing hundreds of trades within seconds. It allows for:

  • More control to automatically invest the cash balance in the account
  • Minimize portfolio drift when buying and selling
  • Clarity in tracking securities that have been customized and/or rebalanced
  • Opening another account at Motif is simple and is at no cost to you.