How often will my account be invested? When will you rebalance my portfolio?

Once your initial funds have been invested, you will move to a quarterly trading cycle when we invest additional funds for eligible accounts. These dates align with the timing of ETF dividend payments and can be found in your Six Park dashboard in the “Invest Funds” section. Many clients make deposits to align with these dates as these trades are included as part of our service.

If you have funds you’d like to add to your account, it’s best to transfer the funds into your Macquarie CMA at least a couple of days beforehand. If you have $2,000 or more in your Macquarie CMA on any of these quarterly trading days, we’ll invest your funds at no additional cost to you. We’ll also email you each quarter to give you plenty of time to take advantage of these opportunities.

Outside of that timeframe, there are other potential triggers for an account to be invested:

  • You retake the online assessment and your risk profile changes as a result;
  • The Six Park Investment Advisory Committee recommends a change to your investment portfolio’s target asset allocation or the ETFs your portfolio contains;
  • When your account value (i.e. your holdings plus your CMA cash balance) exceeds $5,000, we will add an additional two ETFs to your portfolio;
  • When your account value exceeds $20,000, you will be traded into the fully diversified Essential portfolio, or;
  • Your investment portfolio’s assets have materially drifted from their target asset allocation, which can happen over time as markets move and certain asset classes outperform or underperform others 

If you'd like to invest your available funds outside our quarterly investing dates, you can invest at any time via our 'Invest on Demand' or 'Automated Investing' trading features. These features are accessible in your client dashboard under the Invest > Invest Funds section and will attract trading fees.

Note: On our quarterly investing days, we may also rebalance your portfolio into the relevant product tier (as shown below) if your account value has changed.