Will Premium affect my restricted stock?

No, FutureAdvisor will not liquidate restricted stock. In fact, FutureAdvisor does not currently support employer stock purchase plans.

In addition, FutureAdvisor will allow a client to lock their existing positions in individual stock, provided the total amount does not exceed 10% of the overall portfolio.

If the amount locked exceeds 10% of the portfolio, or if you desire to keep specific positions in mutual funds, bonds, or derivatives, FutureAdvisor can help you set up an additional account in which to deposit the specific holdings to be managed by FutureAdvisor.