Frequently Asked Questions

Frequently Asked Questions – Account Management

I Made A Deposit – Why Hasn’t That Cash Been Invested?

First of all, thank you!

Depositing funds into your investment portfolio is a positive step for potentially increasing the future value of your account.

Motley Fool Wealth Management performs a regular check on all Personal Portfolio accounts for excess cash. All deposits over the lower of $500 or 1% of the account balance qualify to be invested or “swept.” If your cash lands in between these review times, your cash may sit idle for a short time – usually no longer than five business days.

Keep in mind that each of our strategies does contain a cash allocation that the portfolio manager chooses, and they can utilize that cash when they believe an attractive opportunity presents itself.

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