How do I cancel the rebalancing of my Vest?
When a Vest rebalance is made available from our side, you get an email informing you about the rebalance availability. Additionally, you will be able to see a nudge for the rebalance availability on the Vest card in the app.
You can use the View option in the ‘Rebalance Update’ banner to view the changes we have made to the Vest allocations. The screen will summarize all the securities that will be bought and sold to achieve the new allocation. Clicking on ‘Place Order’ will place the corresponding buy and sell orders.
If you don’t wish to accept the rebalance, you can use the Skip option in the ‘Rebalance Update’ banner. Please note that irrespective of whether you accept or skip any rebalance, any further purchases in the Vest will always happen as per the new allocation.
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How does Vest rebalancing work?
When there is a rebalance event, you will receive a notification that a rebalance is needed. You can choose to ignore or accept this notification. If you accept, you will be taken to the transaction confirmation page on the website or app where you ...
Will I be charged for the rebalancing of Vests?
No, there won't be any additional charges for rebalancing Vests.
What is a Vest, and how does it work?
Vests are portfolios that can be invested in in an easy manner. There are three types of Vests: Vests offered by the Vested research team DIY Vests (you can create your own Vests) Third-party Vests created by advisors Vests offered by the Vested ...
How often do Vests get rebalanced?
There is no preset frequency for Vest rebalancing. All of the portfolios are actively monitored to ensure they don’t deviate from the original investment theme they are designed for and that there are no material negative changes in the fundamental ...
How is the allocation of Vests decided?
The allocation of a Vest i.e. the percentage of the total amount ($) that's invested in a particular share, will keep changing. The allocation changes with the price of the underlying shares. If you buy into a Vest for a certain amount, then you ...