Kevin
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Activity overview
Latest activity by Kevin-
Kevin created an article,
Can I access a tax statement?
Yes, these are updated and made available in your account. Once in Wealth Jar, click on Grow and follow these instructions; Tap on the portfolio you’d like to view statements for, In the top righ...
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Kevin created an article,
Where can I find my account statements?
Your account holding statements, transaction statements are available in each Portfolio Jar. Transaction statements are updated the next working day and account Holding statements are updated on a ...
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Kevin created an article,
Can I withdraw my money at any time?
You may request to withdraw your money at any time. If your funds are invested they will need to be sold before being able to be withdrawn. It may take up to five or more business days for funds to...
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Kevin created an article,
Are there Withdrawal Limits?
Your Douugh Checking Account has a maximum balance limit at any one time of $75,000. If your Portfolio Balance is greater than this, we can still process the withdrawal, however, we will need you t...
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Kevin created an article,
How do I withdraw funds?
To withdraw funds you can do this as a transfer in your Wealth Jar. When you do a transfer, a portion of your Portfolio will be sold at the next available market price. The amount sold may vary, d...
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Kevin created an article,
Is there a limit on how much I can deposit into my account?
The minimum transfer is $50 and the maximum is $1,000 in one transaction, $5,000 daily. The maximum amount you can have in your Checking Account at any one time, which is $75,000.
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Kevin created an article,
What do Sustainable portfolios support?
Our Sustainable portfolios aim to support investments in companies that look to improve our planet and communities by having a positive climate change and environmental impact, sourcing companies t...
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Kevin created an article,
What do Sustainable portfolios avoid?
Our Sustainable portfolios aim to avoid investments in companies that make money from the development of and involvements in practices that harm our planet and communities, such as Fossil fuels, We...
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Kevin created an article,
How long does it take to invest my money?
Transfers take about 2 business days to settle (excluding public holidays) and are invested automatically into your portfolio. Until the funds are settled, they will show as a pending transaction....
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Kevin created an article,
How do I invest money into a Portfolio Jar?
Transfer the amount you want to invest from your Spending Jar to your Portfolio Jar. Once the funds are settled, our system will invest the money in your portfolio. Tap on Wealth Jar on the navig...