We’ve expanded our minimum trade size functionality to include managed portfolios. You can now set minimum trade sizes (ie. for buys or sells) in your client accounts for any managed portfolio, managed funds and listed securities trades.

Setting these minimums may reduce incremental trading on client accounts which can result in lower transaction costs, and reduce the number of small transactions included in transaction reports used at tax time.

Note: The minimum order amount does not apply to the Automatic Drawdown Facility.