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> I would love to be able to set a "surplus" threshold as part of this solution, say $5k (just an example - it should be set by the user), such that any amount above that in the account is invested

My old investment account offers to watch my checking account and pull any "excess" money into investments. if i drop below a threshold? Sell and move to checking.

(The firm is "betterment" if you want this). Would not recommend for/against. I no longer use this firm.




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