How to use the OneVest apps

Portfolios

• How do I close a Goal?
• How do I increase my risk level?
• How do I change my portfolio theme?

Bank Accounts

• Can I cancel or reverse a deposit?
• What happens if my deposit fails?
• What are the processing times for deposits and withdrawals?
• How do I make a deposit?

Signing Up

• How does passwordless login work?
• How does ID verification work?
• How do I transfer my account to OneVest?
• What information do I need to sign up?

Closing Accounts

• How do I close my account?