Even if you have an existing Macquarie CMA we will need to open a new CMA on your behalf. Having a Clover specific CMA allows us to be an Advisor on the Clover CMA, which is essential for us to monitor your CMA balance, and invest and/or re-balance your portfolio on your behalf.

It also allows for deposits, withdrawals, portfolio distributions and fees to be monitored as well as audited each year as part of our service. 

Opening up a new CMA for you is completely free 🙂

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