Your limit depends on a combination of your net worth and your annual income and is automatically calculated for you when you begin the investment process.
If either your annual income or your net worth is less than $107,000, you can invest up to the greater of either $2,200 or 5% of the lesser of your annual income or net worth during any 12-month period.
If both your annual income and your net worth are greater than $107,000, you can invest up to 10% of annual income or net worth, whichever is less; up to a maximum of $107,000 during any 12-month period.
The following table is an example of how we calculate net worth:
