Please take a look at our demonstration video here:
Additional questions on how to add funds to your portfolio successfully:
How many times can I deposit funds in one single portfolio?
You can add funds to one single Intelligent Portfolio multiple times and at your convenience. There is no set time that you are allowed to add funds or a limit to the amount you add, unless you have set up an auto-investment.
I am trying to add funds to my portfolio but the button is disabled. What can I do?
The most likely reason for the option to add more funds being disabled is that the Intelligent Portfolio is being rebalanced.
On the first day of each month, actions in the Intelligent Portfolios feature are temporarily disabled to allow the system to complete the necessary recalculations and rebalance the values.
Important note: Any portfolio with the ‘weekly’ label is rebalanced at the beginning of each week. (i.e. Capture Movers - Weekly).
This is usually done within a few hours, however, it can sometimes take up to 24 hours. If the action is disabled for more than 24 hours, please contact us at [email protected] or start a Live Chat with one of our Live Agents.
What are the fees for investing on Intelligent Portfolios?
To see all details on fees for Intelligent Portfolios, please visit the article here.
How can I set up an automated investment?
We’re glad you asked! We have a dedicated article for this exact purpose, which you can find here.
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If you still have additional questions or your issue has not been resolved, feel free to contact us on [email protected] or begin a Live Chat with one of our agents - available in 18+ languages!