Are there any contribution limits?
Yes. There is a minimum of $25 in order to open an account and then any subsequent transactions (contributions, withdrawals, bank transfers etc.) are limited to being at least $5 each time for each investment portfolio. Individual contributions are capped at $15,000 per transaction if you wish to do so online. If you’d like to make a contribution larger than $15,000, you just need to download and fill out our Contribution Form (PDF) offline.
There’s also a maximum account balance of $400,000. This means that once your account reaches $400,000, you will not be able to contribute until your account balance falls below that amount. Worth noting, once your account reaches the $400,000 threshold, it can still grow beyond that amount with investment earnings, you just won’t be able to contribute funds anymore.