What is cash defined?

In investing, cash refers to liquid assets that can be quickly accessed and used for transactions. It plays a crucial role in portfolio management, offering stability and flexibility.

Types of cash in investing:

• Cash Holdings – Money kept in an investment account, ready for trading or withdrawals.

• Cash Equivalents – Short-term, highly liquid investments like treasury bills, money market funds, or certificates of deposit (CDs).

• Available Cash Balance – Uninvested funds in a brokerage account that can be used to buy securities.

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Where to find 'Cash'

Within the Totality trading enviroment, see your real time cash account balance in the footer banner of the platform.

Within the Totality mobile app or web platform, see your cash balances within the home screen dashboard.

Please note: Clients will see a delayed real time true value of up to 2 days on the Totality mobile app or web platform.

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