Cash can be an important asset as part of a balanced Investment portfolio.
Having cash at Account level can help you manage your monies and investments in an easier way, helping you decide what to do with your cash; where to invest it or even withdraw any income derived from your investments, for example pay-outs in the form of dividends.
Having cash at Portfolio level is useful so clients can use the AutoInvest feature for that particular portfolio.
Keep an eye out on our Community page for more updates on this and other InvestEngine features.
Please note: holding cash at Account Cash level will not invest any of your monies. Only when you move your monies to portfolio level will you then have the ability for the cash to be invested.