Frequently Asked Questions

Frequently Asked Questions – Account Management

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

Motley Fool Wealth Management does a check on all Personal Portfolio accounts for excess cash contributions regularly. All deposits greater than $500 qualify to be invested or “swept” at Interactive Brokers. 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. However, each of our strategies does contain a cash allocation that the portfolio manager chooses, and they can utilize that cash when an attractive opportunity presents itself.

Clients that wish to have additional amounts invested prior to our established cash sweep schedule may contact to request expedited investment.

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