Overview
- 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?
- What topics can I discuss with a Portfolio Manager?
- Are my investments insured?
- How do I speak to a registered Portfolio Manager about my investments?
- How does OneVest calculate my returns? What can I expect?
- How does my portfolio get updated?
- What is rebalancing and how does it work?
- What is risk and how does OneVest determine my risk profile?
- What does discretionary portfolio management mean?
- Can I have different risk profiles based on different objectives?
- Does OneVest offer self-directed investing?
- Can I use OneVest to invest in individual stocks?
- How does OneVest construct my portfolio?
- What is an Exchange-Traded Fund (ETF)?
- How diversified are the ETFs OneVest holds for me?
- Is my money insured? What would happen to my account if OneVest went out of business?