Can I switch from one Cash Smart goal to another? (SG)
Updated
Yes, you are able to modify your Cash Smart goal and pick a different underlying portfolio should your investment goals change. Here are the steps
Log in to your Endowus account.
Select your Cash Smart Goal.
Click on Manage Goal (if you're using a web browser) or on the 3 dots (top right) on the Endowus app.
Select Modify Goal, where you can select which Cash Smart portfolio you want and we will modify your goal accordingly.
After you modify your goal or change your investment portfolio, we will first redeem the Funds that are now either removed from the portfolio or overweight to the new target asset allocation.
Secondly, once the redemption is completed, we will automatically re-invest the investment proceeds into the underweight Funds to bring your portfolio to your new target asset allocation.
As part of the Endowus automated portfolio rebalancing process, we will also take the opportunity to rebalance your portfolio back to its target asset allocation.