Managing your portfolio
How to manage your Plenty portfolios.
- 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?
- How do I change my risk or investment preferences?
- Why do you rebalance my investments?
- How often are my investments rebalanced?
- Does Plenty automatically reinvest dividends generated from the stocks in my portfolio?
- What happens to my investments when I change the Risk Profile in my settings?
- Where do I find cost basis details or realized gains?
- Why do my asset allocations stay the same after contributing more money to a Goal?