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$2,000 initial minimum balance

If approved for margin, a minimum of $2,000 in the Money Market Sweep Option or marginable securities must be available in your account to use margin borrowing. Once $2,000 is available in a margin approved account, we can extend credit to you to buy securities or withdraw cash for use outside of your account.

Important: If you are in the FDIC insured sweep option your cash will not count towards your account’s initial minimum balance. If you switch to the Money Market sweep option, your cash will count towards your account’s initial minimum balance.

Tip: The $2,000 minimum margin requirement is set by the Financial Industry Regulatory Authority (FINRA).

Tip: While margin can boost an investment strategy, buying securities on margin is not for everyone. Before investing on margin, please give the Margin Account Agreement the once over to review important risk disclosure information, and see our margin interest rates.

Important information about the FDIC Insured Cash Balance

The FDIC Insured Cash Balance is held at Capital One, N.A., member FDIC. The FDIC Insured Cash Balance will be eligible for FDIC insurance up to $250,000 (including interest and principal) per depositor for all aggregated deposits held at Capital One, N.A.

Important Information about this Money Market Fund

Investors should carefully consider the investment objectives, risks, charges and expenses of the Money Market Fund before investing. This and other important information is contained in the prospectus which should be read carefully before investing.

An investment in the fund is not a deposit in a bank, and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

Performance data represents past performance and does not guarantee future results.

The fund's most recent 7-day yield may be lower or higher than the figure quoted. Yield and return will vary.

Performance data and other information may be obtained by calling 1-800-888-9723 from 8 AM to 5 PM ET, Monday through Friday.