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What is the minimum deposit for a tailored portfolio?

This article explains the minimum amount you need to start investing in a Tailored Portfolio on CUSP.

Updated over 3 months ago

We know starting out is an important step. That's why we've kept our minimum accessible; you can begin your investment journey with a Tailored Portfolio for just $25.


That said, you may find it more beneficial to start with around $100 or more. Here’s why:

  • It gives you more flexibility to diversify your portfolio.

  • You’ll unlock a wider range of investment options right from the start.

  • You can make the most of your personalized strategy, balancing stability and growth.


Bonus tip: when you make your first deposit, you’ll receive a bonus in stocks worth 1% of that amount (up to $500). It’s our way of helping you lay the first stone of your wealth foundation.

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