- How do you handle dividends?
- How do you construct my portfolio?
- Can I pick my own ETFs and/or allocation model?
- What are your investment cycles?
- Do you offer portfolios based on Ethical investment themes?
- How secure is my money?
Account Opening and Administration
- Can I also open a Euro or USD account?
- Can I open an account as an US citizen?
- How does the account opening process work?
- If I create multiple goals do I have multiple accounts with ETFmatic?
- In which countries are you authorized?
- In which countries does ETFmatic offer its services?
Payments & Transfers
- Can I get my money back if I change my mind?
- Can I open a EUR/GBP or USD account but fund it with EUR/GBP or USD another currency?
- Costs and how to make a transfer to my EUR or USD account?
- How are my fees calculated?
- How can I change my monthly contributions?
- How can I transfer money to my ETFmatic account?
Custodian & Score Keeping
Tax & Compliance
Terms & Services
Goal Creation Process
- Goal Creation: Payment Details
- Naming your goal
- Payment Method
- Investment Horizon
- Investment Goal
- Active Management
- Active risk
- Alternative Investment Market (AIM)
- Alternative investments