Management and Operations
Strategy, analytics, SmartVest, and order execution. Take control of your portfolio.
28 articles
What is my Investment Account Number?
Where can I find my transaction history?
How can I change information already registered in my account?
What is a trusted contact?
How can I add a beneficiary?
How can I close my investment account?
2FA Activation
Verification Process
How do I recover my credentials to access to the app?
How do I change my email address?
How to create strong passwords and protect your investment account
SmartVest
Your Automated Portfolio, Tailored to Your Risk Level.
What is SmartVest?
How does SmartVest work?
How do I create a SmartVest portfolio?
What are the benefits of using SmartVest?
Are there any fees associated with SmartVest?
Is investing with SmartVest risky?
What is the minimum amount that can be invested?
What does "Available to Invest" mean?
What are the US stock market opening and closing times?
How can I buy stocks on Vest?
How can I sell stocks on Vest?
How can I view or cancel my pending orders?
Why can’t I find an asset?
How do I receive dividends?
What does NBBO mean?
What is a market order?
Pattern Day Trader and How It Works