1. Endowus
  2. Getting Started

Getting Started

Account Opening

  • How do I open an account? (SG)
  • What supporting documents are required to update my account information? (SG)
  • I live in Singapore but I'm not Singaporean or a Permanent Resident. Can I open an Endowus account? (SG)
  • Can I set up a joint account? (SG)
  • Does Endowus open accounts for US citizens or US-based persons? (SG)
  • What is the Customer Knowledge Assessment (CKA) for Retail Investors? (SG)
  • See all 9 articles

Fees

  • Fee change for Cash Management Portfolios from 1 May 2024
  • How much will I pay in fees? (SG)
  • What is the Endowus Fee and how is it calculated? (SG)
  • What are Fund-Level fees? (SG)
  • What are trailer fees? (SG)
  • Am I still charged the annual Endowus Fee even if I haven't used the Endowus platform for the whole year? (SG)
  • See all 7 articles

Accredited Investors

  • What is the difference between onboarding as an Accredited Investor and a Retail Investor? (SG)
/hc/en-sg/categories/360000048693-About-Endowus
/hc/theming_assets/01HZKKWES6RH33JRESXX9WTBRV
/hc/theming_assets/01HZKKWES6RH33JRESXX9WTBRV
About Endowus
Who is Endowus, our background, security, mission and more
custom
/hc/en-sg/categories/360000048673-Investment-Solutions
/hc/theming_assets/01HZKKWEX1AV5M4XC6MKGDGPXG
Investment Solutions
What investment solutions are available, How to choose between different portfolios, and more
custom
/hc/en-sg/categories/360000051334-Getting-Started
/hc/theming_assets/01HZKKWF0ZZS9YB62FFJET6R0Y
Get Started
How do I open an account, Endowus fees, accredited investor and more
custom
/hc/en-sg/categories/900000130826-Initial-Investments
/hc/theming_assets/01HZKKWF4M2MPQXAT69K63P6CF
Initial Investments
How to make Cash, CPF and SRS Investments
custom
/hc/en-sg/categories/360000055502-Manage-Investments
/hc/theming_assets/01HZKKWF9H88XTCH6VMZBSKNXA
Manage Investments
Set up recurring investments, redeem investments, transfer between portfolios, rebalance portfolio
custom
/hc/en-sg/categories/360000048633-Account-Settings
/hc/theming_assets/01HZKKWFEAR16MK6TSXYEZRMPV
Account Settings
Update personal information, troubleshoot tech issues, make referrals
CPF, SRS, Fees, Investing, GST