How to Change Your Currency Handling Settings

Do you have Canadian and US dollars in your portfolio? You can choose how Passiv deals with multiple currencies.

If you’ve got multiple currencies in your account, you may be particular about how Passiv handles them. You’ve got two main options: 1) keep currencies separate, 2) allow cross-currency purchases which involve foreign transaction fees. If you go with the first option, you can also choose whether to retain enough cash so you can manually do the currency conversion yourself (for example, with Norbert’s Gambit). Learn more about these options with this video.