Managing Investments

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

• Return Metrics for Alternative Investments (HK)
• How does Endowus calculate representative historical performance? (HK)
• How do I track the performance of my investments? (HK)
• How does Endowus calculate performance and what return metrics do we use? (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)