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Can I open/transfer multiple accounts (i.e. a Taxable and Roth IRA) to meet the minimums?

April 26, 2017accounts meet minimums roth ira taxable transfer

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Can I open/transfer multiple accounts (i.e. a Taxable and Roth IRA) to meet the minimums?

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Yes, that is fine, as long as you pass the threshold in total. Please note, with a smaller account size in one of your accounts you may be limited in the number of strategies and percentage allocation to each, per our discretion.