US investments
What is a Vest, and how does it work?
Vests are portfolios that can be invested in an easy manner. There are two types of Vests: Vests offered by the Vested research team DIY Vests (you can create your own Vests) Vests offered by the Vested research team are curated portfolios that ...
What are multi-asset class Vests?
Vests are curated portfolios that are comprised of stocks and/or ETFs. Multi-Asset Class Vests allow you to get exposure to different assets in a simple manner. These Vests consist of three core assets - stocks, bonds, and gold. Please refer to this ...
What are theme-based Vests?
Vests are curated portfolios that are comprised of stocks and/or ETFs. Theme-based Vests are constructed with different goals or themes in mind. Some Vests are built to enable investors to invest in diversified assets that balance performance and ...
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 ...
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 ...
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 ...
Will I be charged for the rebalancing of Vests?
No, there won't be any additional charges for rebalancing Vests.
How can I start/stop an SIP in vests?
To start an SIP in a Vest, there are two ways: You can use the Create Recurring Investment button on the Vest details page. You can set up one from the recurring investments dashboard (Profile → Recurring Investments → Search for the relevant Vest). ...
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 ...
Is it possible to sell individual stocks from Vests?
Yes, you can sell individual stocks from Vests. However, the performance chart within the Vest details will not reflect your Vest's performance anymore (since the chart only reflects the actual allocation). Nonetheless, the " Your Position" section ...
Where can I get a statement of commission paid for executed trades?
We don't have a statement of commission paid for executed trades. However, you can see the details of the commission paid in your Transaction History which you can find under Profile >US Stocks > History > Transactions
Where can I review my loan activity and accrual?
You will be able to see your loaned shares, collateral, and the rate you are earning online. A monthly statement will also be provided as summary and lending income information. Monthly statements will only be available if loan activity has taken ...
How do I get started as an investor on Vested?
To open an account on Vested as an investor, follow these steps: Create an account: Visit the Vested website and sign up for an account. You'll need to provide your basic information. Select asset class: After signing up, choose the asset class you ...
Is it safe to invest on Vested?
Investing with Vested is safe. Vested is registered with the US Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Your investments through Vested are protected up to $500,000 by the ...
Who can invest on Vested?
Vested is designed for investors interested in diversifying their investment portfolio internationally, particularly in the US stock market. The platform is accessible to Indian residents (including NRIs), allowing them to invest in US stocks and ...