FAQs
Interactive Advisors offers a large selection of portfolios to its clients. To ensure clients pick suitable investments for their risk profile, Interactive Advisors limits clients’ selection of portfolios using the following four criteria:
- Clients need to have a client account risk score that is greater than or equal to the portfolio they want to invest in.
- Clients need to have enough funds available in their Interactive Advisors-linked brokerage account to invest at least the minimum investment amount, which varies by portfolio and is specified on each portfolio page.
- For portfolios that purchase securities on margin, clients need to have margin permission on their brokerage account.
Some portfolio managers have opted for accounts with extended trading capabilities (e.g., immediate settlement of trades, ability to use leverage, etc.). If your account does not possess the same abilities, Interactive Advisors would not be able to replicate the portfolio manager's trades in your account. This is why some portfolios could be unavailable to you. For further details on account types, please contact us.
Portfolios are managed either by our Chief Investment Officer and his Investment Management team or by carefully selected Registered Investment Advisors. We also offer portfolios we oversee that are built on data provided by industry leaders, such as FTSE Russell, Legg Mason, State Street Global Advisors, and Wisdom Tree.