Security

• Cybersecurity Tips for clients (HK)
• What happens to my money and assets if Endowus closes? (HK)
• How are my assets protected from hackers? (HK)
• How does Two-Factor Authentication (2-FA) work for my Endowus account? (HK)
• Is my information shared with other parties? (HK)
• How does Endowus protect my personal information? (HK)
• See all 7 articles

Overview

• How is Endowus different from a brokerage or a unit trust platform? (HK)
• How is Endowus different from other robo-advisors? (HK)
• Is Endowus licensed? (HK)
• What is Endowus and how does it work? (HK)

Professional Investor

• How do I invest in funds that are exclusive to Professional Investors? (HK)
• How do I qualify as a Professional Investor? (HK)

Fees

• What is the cost of Endowus versus popular fund platforms? (HK)
• What is the Endowus Fee? How is it calculated and paid for? (HK)
• How are estimated fee savings on Endowus platform calculated? (HK)
• What are fund fees? (HK)
• How much do I have to pay in fees? (HK)
• What are trailer fees and what do you mean by Cashback? (HK)
• See all 7 articles

Account Opening

• Can I open an account if I work at a bank / am a licensed representative? (HK)
• How do I create an Endowus account? (HK)
• Can I set up a joint account? (HK)
• Who can open an Endowus Account? (HK)
• Can I use Endowus as a corporation or institutional investor? (HK)
• What is the risk profile assessment? (HK)

About Core Portfolios

• How does Discretionary Portfolio Change (DPC) work? (HK)
• Can I modify my Endowus Flagship portfolio? (HK)
• What is Discretionary Portfolio Management? (HK)
• What are Endowus Flagship portfolios? (HK)
• What are Endowus Factors model portfolios? What is a ‘factors’ investing strategy? (HK)

About Endowus CashUp Portfolios

• What are money market and short duration bond funds? (HK)
• When can I receive my money after redeeming my Endowus CashUp model portfolios? (HK)
• What are the risks of investing in Endowus CashUp model portfolios? (HK)
• Can I use Endowus CashUp model portfolios as a corporation or institutional investor? (HK)
• What is Endowus CashUp? (HK)
• What fees do I have to pay for Endowus CashUp model portfolios? (HK)
• See all 7 articles

About Endowus IncomeUp Portfolios

• What is the asset allocation of each IncomeUp model portfolio? (HK)
• When will I receive payouts from my distributing funds? (HK)
• How do you calculate the current payout target of the Endowus IncomeUp model portfolios? (HK)

About Fund Smart

• What do I need to do to make a Unit Trust Transfer to Endowus? (HK)
• What are Cash & Equivalents in the Model Portfolios? (HK)
• What are Complex Products? (HK)
• How does Endowus assess concentration risk checks? (HK)
• What are the funds I can buy based on my risk profile? (HK)
• How are the funds selected by Endowus? (HK)
• See all 8 articles

About Fixed-Rate Savings

• What is Fixed-Rate Savings (FRS)?

About Satellite Portfolios

• What is a core-satellite investment strategy? (HK)
• What is the difference between Endowus core portfolios and Endowus satellite portfolios? (HK)

Alternative Investments

• How do I create an alternative investment goal? (HK)
• Can I invest in Alternatives with Endowus? (HK)
• How long do the subscription and redemptions of alternative investments take? (HK)

Choosing the right investments for me

• How do you recommend suitable funds for me? (HK)
• What factors should I consider when choosing a portfolio? (HK)
• Should I pick my own funds or use the Endowus portfolios? (HK)

How we assess funds

• How does Endowus quantify a fund’s risk rating? (HK)

My Initial Investment

• What do the transaction statuses mean? (HK)
• What is the minimum investment amount? (HK)
• How do I deposit money into my Endowus account? (HK)
• How do I set up my first investment? (HK)
• How long am I locked into my Endowus investments? (HK)
• Unit Trusts vs ETFs: What are their differences? (HK)
• See all 7 articles

Rebalancing

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

Invest

• How do I modify goal or change investment portfolio? (HK)
• Why is my portfolio’s current allocation different from the target allocation? (HK)
• Can I have multiple portfolios in my Endowus account? (HK)
• How do I make changes to my recurring investments? (HK)
• How do I set up recurring investments? (HK)

Performance

• How does Endowus calculate representative historical performance? (HK)
• How do I view the performance of my investments? (HK)
• What do the returns metrics of my account mean? (HK)
• What does the Investment Value or Redeemable Value of my account reflect? (HK)

Redeem

• When will my redemption and withdrawal be completed? (HK)
• How do I delete an investment goal? (HK)
• How do I sell and withdraw my investments? (HK)

Deposit Cash

• How to set up eDDA? (HK)
• When will my deposit appear in my Endowus account? (HK)

Others

• Best Execution Policy (HK)
• Extreme Weather Conditions (HK)
• How does the linked bank account work? (HK)
• Will I receive dividends or interest income? (HK)

Monthly Statements

• How to set up auto-forwarding of monthly statements? (HK)
• Where can I see my monthly statements? (HK)

Technical Issues

• How do I troubleshoot issues with SMS One-Time Password (OTP)? (HK)

Rewards

• How can I track my rewards? (HK)
• How does the referral program work? (HK)

Updating account information

• How do I change my preferred language? (HK)
• How do I change my information? (HK)
• How do I reset my password? (HK)

Others

• How do I update my Endowus mobile app? (HK)
• Does Endowus have a Mobile App? (HK)
• How can I do currency conversions? (HK)
• What happens when an Endowus account holder passes away? (HK)
• How do I close my account? (HK)