- Where are the securities custodised?
- How does Two-Factor Authentication (2-FA) work for my Endowus account and what do I need to know?
- What safeguards does Endowus have in place to ensure that my assets are protected from fraud?
- How secure is your website and my information with Endowus?
- Do you share my information with anyone else?
- How do I open an account?
- What supporting documents are required to update my account information?
- I live in Singapore but I'm not Singaporean or a Permanent Resident. Can I open an account?
- Can I set up a joint account?
- Does Endowus open accounts for US citizens or US-based person?
- What is the Customer Knowledge Assessment (CKA) for Retail Investors?
- See all 9 articles
- How much will I pay in fees? (SG)
- What is the Endowus Fee? How is it calculated and paid for?
- What are Fund-Level fees?
- What are trailer fees?
- Am I still charged the annual Endowus Fee even if I haven't used the Endowus platform for the whole year?
- How much in fees do I have to pay to invest my CPF?
- How do I link my CPF Investment Account and SRS Account to my Endowus account?
- How can I invest my CPF-OA monies with Endowus?
- How much of my CPF OA can I invest?
- Is it safer to leave my money in CPF where my returns are guaranteed as compared to investing through Endowus?
- How do I link my CPF Investment Account (CPF-IA) to my Endowus Account?
- How do I open a CPF Investment Account (CPF-IA)?
- See all 11 articles
- How do I set up investments (one-time and recurring)?
- What is the minimum age to open an account?
- Does Endowus have an initial minimum investment and account size?
- How long do Cash / CPF-OA / SRS investments take to complete?
- Unit Trusts vs ETFs: What are their differences?
- What are the minimum investment and redemption amounts?
- See all 11 articles
Investing in Foreign Currencies
Choosing the Right Investments
- How do I find out the NAV of a fund?
- How does Endowus quantify a fund’s risk rating?
- What is the difference between Endowus Core Portfolios and Endowus Satellite Portfolios?
- Should I invest in Endowus Advised Portfolios or Endowus Fund Smart?
- How do I choose between Endowus Cash Smart Secure, Enhanced and Ultra?
- Why do I need to choose my risk tolerance and how is it understood?
- See all 7 articles
How We Manage Your Money
- How did you design my portfolio and the asset allocation?
- Why does Endowus recommend portfolio changes and how do they work?
- Why did you choose Dimensional Fund Advisors?
- Why did you choose PIMCO?
- Why is the target asset allocation for my CPF portfolio different from my other investments working towards this goal?
About Flagship Portfolios
About ESG Portfolios
- What is ESG investing?
- How do I invest in Endowus ESG portfolios on the Endowus platform?
- What is the difference between ESG investing, sustainable investing and impact investing?
- What are the differences between ESG/SRI ETFs and ESG investing in unit trusts?
- How do you design and manage the ESG portfolio and asset allocation?
- What is the difference between Endowus Flagship Portfolio vs Endowus ESG Portfolio?
- See all 7 articles
About Factor Portfolios
About Income Portfolios
- How do we calculate current payout target, estimated capital appreciation and estimated total return of the Endowus Income portfolios?
- Why do the Income Portfolios have a minimum $10,000 investment requirement?
- When will I receive payouts from my distributing portfolios?
- What is the asset allocation of each Income Portfolio?
About Satellite Portfolios
About Cash Smart Portfolios
- Is there a minimum initial investment and minimum transaction size for Cash Smart?
- What are the risks of investing in Cash Smart?
- How do I invest in Cash Smart on the Endowus platform?
- How do Cash Smart Secure, Enhanced and Ultra generate potential returns? How are the projected return ranges calculated?
- How do I receive the gains from Cash Smart?
- How do I switch from one Cash Smart portfolio to another?
- See all 15 articles
About Fund Smart
- Unit trust transfers into Endowus Fund Smart
- How do I buy a single fund?
- How do I build a customised portfolio with multiple funds?
- How do I build a portfolio on Fund Smart? How do I choose which funds to invest in?
- How is Endowus Fund Smart different from a brokerage or a unit trust platform?
- What are the Fees for Endowus Fund Smart?
- See all 8 articles