Can Cashtax split investments across multiple funds ?
Yes. One of Cashtax’s great strengths is the ability to split an investment across multiple funds. Cashtax even allows money invested in one fund to pay interest into a different fund. Can Cashtax handle variable rate investments ? Yes. Cashtax understands and handles step ups and step downs. Simply fill in the variable rate schedule which consists of the date that a rate change will occur and the new interest rate. An investment can have multiple rate changes throughout its life.