Stay True to the Idea
We review the motifs in our catalog to make sure they continue to reflect the original investing ideas. If there’s a change in the value of a specific security in a motif, or a company enters or exits a business, it may be time for an update.
While we won’t make changes to the motifs in your account, we will notify you of available updates to the motifs you own, so you can consider rebalancing your positions. It takes only a few clicks to stay in alignment with the investing idea, and you’ll pay a total commission of just $9.95.
Example of available updates:
How to rebalance your motif
1. Select motif
2. See available updates
3. Choose to rebalance
4. Complete order
Please review your account closely and consider your investment strategy and any tax consequences before you make any decisions.
Have a question?
Please call us at 1-855-586-6843 or email firstname.lastname@example.org. We are available to help from 9am to 6pm ET, Monday-Friday.