Overview
- What is the difference between goals, portfolios, accounts, and sub-accounts?
- How does OneVest Calculate Performance?
- Who manages the OneVest portfolios?
- Why do I need to complete sign-up before speaking with a Portfolio Manager?
- Are my dividends reinvested automatically?
- What asset classes is my portfolio invested in?
Accounts & Goals
OneVest Model Portfolios
OneVest Funds
Transfer Requests
- Can I manually link a bank account?
- How do I transfer out my OneVest account?
- How can I receive a fee refund for transferring in my account?
- Can I cancel or reverse a deposit?
- What happens if my deposit fails?
- How do I transfer my account to OneVest?