You may set up your first investment by following the steps below:
1. Go to Invest | Redeem | Transfer
2. Select Invest > Select New Investment
3. Select a fund or model portfolio based on your needs and requirements
4. Select the fund(s) you’d like to invest
5. Select your investment horizon to make sure the goal is suitable for you
6. Select your investment objective to make sure the goal is suitable for you
7. Enter your investment amount and choose your funding currency
- By default, we pre-select your fund's currency as the funding currency. If you'd like to fund with a different currency, select it from the pills at the top — we'll auto-convert your money at no extra cost.
- For example, for a USD portfolio, you can choose to invest with HKD instead. Enter your HKD amount, and we'll convert it to USD to fund your investment. Currently, we support this auto-conversion between USD and HKD only.
8. After confirming your investment details, choose how you'd like to fund your investment, then proceed via OTP. If your funding currency is HKD, you can choose to fund:
- From your bank account — with eDDA (electronic Direct Debit Authorisation), we'll draw the money directly from your linked bank account to fund your investment. See How to set up eDDA? (HK) if you haven't linked one yet.
- From your HKD cash balance — you'll need to have sufficient funds in your Endowus cash balance, or deposit money separately for the investment.
Currently, funding directly from an eDDA bank account is supported for HKD only. If your funding currency is USD or another currency, you'll fund from your cash balance in that currency.
Step-by-step video guide:
How to create a multi-fund portfolio
How to set up a single-fund portfolio
Experience Endowus Webinar:
Every month at 6pm evening, we hold live sessions detailing how best to leverage our platform for your financial goals as well as answering all your questions about Endowus.
You may register for a session by clicking on this link. https://endowus.com/en-hk/contact-us?tab=experience-endowus#contact
Transaction Timeline
For the transaction timeline and settlement arrangements of the fund, please refer to How long do investments take to complete? (HK).