Manage Investments

Deposit Cash

• How do I transfer cash to my Endowus account? (SG)
• I transferred funds to my Endowus account, when will the cash deposit appear in my account? (SG)
• What should I do if I do not see my cash deposit in my Endowus account after 1 business day? (SG)

Performance

• What does the Investment Value or Redeemable Value of my account reflect? (SG)
• How does Endowus calculate performance and what return metrics do we use? (SG)
• How can I see my portfolio performance and the returns I should expect? (SG)
• How does Endowus calculate representative historical performance?

Others

• How do I delete a goal? (SG)
• What does it mean for a fund to be hard closed? What is fund closure? (SG)
• Will I receive dividends or interest income? (SG)

Rebalancing

• How does Endowus rebalance the portfolios and how long does it take? (SG)

Transfer Between Goals

• How do I transfer funds between goals? (SG)
• How do inter-goal transfers work? (SG)

Redeem

• How do I redeem (sell) and withdraw my investments? (SG)

Invest

• Can I have multiple goals and portfolios? (SG)
• How do I modify goal or change investment portfolio? (SG)
• Why is my portfolio allocation different from the target allocation? (SG)
• How do I make changes to my recurring investments? (SG)

General Questions

• Fund Exceptions
• How do I find out the price at which I bought or sold a fund?
• Accumulating Share Class Funds vs. Distributing Share Class funds (SG)