How long after I fund my portfolio will my Motley Fool Wealth Management begin trading in my account?

It’s our goal to start trading in your account as soon as possible. Once your account is funded, you can typically expect us to begin placing trades within five business days. 

In most cases, we’ll wait to begin trading securities in your account until you’ve added at least 95% of the funds that you initially indicated in your Investor Profile (or in your conversation with a Wealth Advisor on our team). This short delay in trading is intended to minimize any tax costs associated with configuring your allocation to our model portfolios.

If you add a much larger amount to your account than you originally indicated, there may be a hold placed on your account to confirm that it’s the correct amount you’d like to invest. We may also reach out to you if your allocation needs to be adjusted, or if you are eligible for a new tier of service that includes additional benefits.