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Why doesn my available cash match the total for the Cash & Equivalents asset class?

April 26, 2017ASSET cash class equivalents total

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Why doesn my available cash match the total for the Cash & Equivalents asset class?

1 Answer

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The Cash & Equivalents asset class represents cash and money market holdings, as well as cash allocations contained in mutual funds and annuities. The amount of cash embedded in investment products is displayed to clarify what portion of cash is not available for withdrawal or investment. To view cash balances available for withdrawal or investment, see the Cash and Equivalents section of your statement or My Accounts > Summary on Investor Access.