Author Topic: Account Settings?  (Read 3750 times)

ppan

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Account Settings?
« on: January 02, 2016, 04:27:36 PM »
What does "Cash reserve" mean? Does it mean that no more notes will be purchased when the cash reserve limit is reached. For example, If I set it to $1,000 and I have $1,500 in my LC account, notes will be purchased until my LC balance falls to $1,000 and then stop?


What does "Max invest per period" mean? What is the period? One day? One Calendar month? For example. if I set it to $2,000, will it invest up to max $2000 [for the calendar month]?

jonpildis

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Re: Account Settings?
« Reply #1 on: January 03, 2016, 05:03:27 PM »
Cash Reserve - use this to keep a minimum amount of uninvested cash in your account.  If you account cash balance falls below this nummer, BlueVestment will stop auto-investing.

Max Invest - this limits the amount of notes BlueVestment will place on your behalf during a month long billing period

Let me know if you have additional questions.
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Jon Pildis
BlueVestment LLC

ppan

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Re: Account Settings?
« Reply #2 on: January 03, 2016, 06:14:36 PM »
Max Invest - this limits the amount of notes BlueVestment will place on your behalf during a month long billing period

Let me know if you have additional questions.
What is the billing period? Does it have a fixed start date, e.g. Calendar month?
« Last Edit: January 03, 2016, 06:35:17 PM by ppan »

jonpildis

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Re: Account Settings?
« Reply #3 on: January 03, 2016, 08:27:09 PM »
Max Invest - this limits the amount of notes BlueVestment will place on your behalf during a month long billing period

Let me know if you have additional questions.
What is the billing period? Does it have a fixed start date, e.g. Calendar month?
It's based on a calendar month from the day your account is enabled.  For example, if you set-up your BV account today, your first billing period will be 1/3/16 to 2/2/16.
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Jon Pildis
BlueVestment LLC