Using Plenty
Learn more about using Plenty for investing and budgeting.
Creating your portfolio
- What are Plenty's different portfolio strategies?
- What's the relationship between a Goal and the investment account(s) I've opened with Plenty?
- How do I set up a Goal?
- How do you construct my portfolio of investments?
- How does risk impact my recommended investments?
- How does a direct index portfolio work?
Contributing to a Goal
- How can I fund my account?
- How does Plenty transfer funds?
- How long does it take to transfer funds into my Goal?
- How do I deposit additional funds into my account?
- How do I set up recurring contributions to a Goal?
- How do I change my recurring contributions?
Withdrawing from a Goal
- How do I withdraw funds from Plenty?
- How much can I withdraw from a Goal?
- How long does it take to withdraw funds from a Goal?
- Do I get charged for withdrawing funds?
- When can I make withdrawals from a Goal?
- How does Plenty select which investments to sell when I withdraw?
Managing your portfolio
- Do I own my shares?
- How do I deposit money into Plenty?
- Where do I find what I am invested in?
- How do I rename a goal?
- How do I delete a Goal?
- Why do I see a “foreign withholding tax” in my list of transactions?
Cashflow
- What are Comparisons?
- Where can I find Budgeting?
- What is Budgeting?
- When do we use Custom Categories and Tags?
- How are tags different from Custom Categories?
- Why did we add Tags?
Values-based investing
- What is values-based investing?
- How does Plenty determine which companies align with my values?
- How do my investment values affect how Plenty invests my money?
- How do I enable values-based investing?
- Investment Value: Protecting Nature
- Investment Value: Fighting Climate Change
Tax-loss harvesting
- What is tax-loss harvesting?
- How does Plenty's tax-loss harvesting work?
- Who is eligible to use tax-loss harvesting?
- Is tax-loss harvesting automatic?
- Will I benefit from using tax-loss harvesting?
- Does tax-loss harvesting work with values-based investing?