How does my money get allocated if I have multiple portfolios?
We will automatically allocate the funds to the one-time deposits (if any) first, followed by the monthly deposits based on the monthly deposit amounts you indicate to us in each of your portfolios.
In the case that we receive an amount different from your deposit plans, we will allocate the funds proportionally based on how much you indicate to go towards each portfolio. So, if one portfolio has monthly deposits of $1,000, and another has $2,000, we will allocate any funds we get in a 1 to 2 ratio.