What if the value of my portfolio drops below the required minimum?
We’ll remind you to invest more in order to meet the required minimum of $100,000 USD. Note that the required minimum refers to the higher amount of either net deposits or total assets (value of portfolio).
| Net Deposits (USD) | Total Assets (USD) (Value of Portfolio) | Meets Required Minimum? |
|---|---|---|
| $100,000 | $80,000 | Yes |
| $80,000 | $100,000 | Yes |
| $80,000 | $90,000 | No |
For example, if you have deposited $100,000 USD with StashAway, but your total assets drop to $80,000 USD due to market fluctuations, we would still refer to the higher amount, which is your net deposits.
Similarly, if you have deposited $80,000 USD, but your total assets have grown to $100,000 USD, we would refer to the higher amount, which is your total assets (value of portfolio).