Your client needs to hold a minimum amount of cash in their account. Here are the minimums for the Wrap product suite:
- Macquarie Consolidator - $1,000
- Macquarie Manager - $1,000
- Macquarie Investment Consolidator II – Elevate - $1000
- Macquarie Investment Consolidator II – Engage - $500
- Macquarie Investment Manager II - $1000
- Macquarie Accumulator - $250