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What is the maximum allocation?

Atualizado em 10 de outubro de 2026

The maximum allocation limits are as follows:

  • 2-Step Standard: $300,000 maximum allocation.

  • All other account types: $500,000 maximum allocation combined across all eligible account types.

What is the maximum total allocation per household?

The maximum total allocation per household is $750,000 across all accounts and account types.

How many accounts can I have per household?

Each household may hold a maximum of 5 accounts. All accounts are subject to the applicable individual account-type allocation limits and the overall household allocation cap of $750,000.

Can I Purchase More Than the Maximum?

Yes, but your active funded allocation cannot exceed $1.2 million at any time.

What If I Exceed the Limit?

Contact support immediately via:

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