How does Round-up work? Great question! Round-Up is used to invest spare change automatically from everyday purchases. There is no limit to…
What is the handpicked icon for? Handpicked section allows users to know more about what is happening around in the financial world. It can…
Can I rebuild the financial profile? Can I answer the questions again? Your profile will definitely change as you grow. You can always answer the questions again, as many times…
What is the Targets section? How does it work? Targets in Capitalyze® helps you set goals for yourself. You can have different goals depending on the outlook,…
Can I choose any one or more methods to save? Yes! You can choose one, more or all methods to save. In fact, we encourage you to set…
What are the methods to save? Capitalyze® offers 3 methods to save: 1. Round-up 2. Recurring 3. Lump-sum
How much time does a statement take to reach me? Digital statements take less than 2 days to reach your inbox. The physical statements might take up to…
How many times can I request for a statement in a month? As many times as you want for Capitalyze® digital statements. For any physical statements, you can request for…
Can I get a digital statement for my portfolio performance? Of course! You will be getting an email with the statement directly from the AMC, containing everything on…
Can I get a physical statement for my portfolio performance? Of course! You will be getting a statement directly from the AMC containing all the details on the…
