1. Endowus
  2. Manage Investments

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

  • Accumulating Share Class Funds vs. Distributing Share Class funds (SG)
/hc/en-sg/categories/360000048693-About-Endowus
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About Endowus
Who is Endowus, our background, security, mission and more
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/hc/en-sg/categories/360000048673-Investment-Solutions
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Investment Solutions
What investment solutions are available, How to choose between different portfolios, and more
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/hc/en-sg/sections/900000739566-Getting-Started
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Get Started
How do I open an account, Endowus fees, accredited investor and more
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/hc/en-sg/categories/900000130826-Initial-Investments
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Initial Investments
How to make Cash, CPF and SRS Investments
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/hc/en-sg/categories/360000055502-Manage-Investments
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Manage Investments
Set up recurring investments, redeem investments, transfer between portfolios, rebalance portfolio
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/hc/en-sg/categories/360000048633-Account-Settings
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Account Settings
Update personal information, troubleshoot tech issues, make referrals
CPF, SRS, Fees, Investing, GST