Wefolio

What is Wefolio?

Wefolio is a feature that lets you build a personalized portfolio by selecting securities that align with your investment goals and risk tolerance. You can track your Wefolio’s performance against major market indexes and make adjustments as needed.

Wefolio Requirements

• You must name your Wefolio.
• Only market orders are allowed.
• Wefolio is available exclusively on the mobile app.
• You can include up to 30 securities per Wefolio.
• Recurring investments must be fixed dollar amounts.
• The minimum recurring investment is $1 per security, and the maximum is $25,000. For example, if your Wefolio includes 5 securities, the total recurring investment must be at least $5.
• The same investment limits apply to one-time investments.
• Each account can have up to 10 active recurring investment settings at once. Each security counts as one recurring investment.
• Only securities eligible for fractional share trading can be used in recurring investments. Look for the green diamond icon near the market quote to identify eligible securities.

How to Create a Wefolio:

App:

1. Tap on Menu.
2. Under Shortcuts select More → Wefolio → Create Wefolio
3. Once selected, search available securities to add to your Wefolio.
4. Select the desired % allocation for each stock. This will dictate how much of each investment is distributed to each security and must add up to 100%.
5. Enter amount of initial investment.

How to Close or Delete a Wefolio:

App:

1. Tap on Menu.
2. Under Shortcuts select More → Wefolio
3. Select the desired Wefolio.
4. Select the 3 dots in the bottom right hand corner and select Close Wefolio or Delete Wefolio.

• If you choose to close your Wefolio, you will no longer be able to make any changes to its allocation or selected securities. The portfolio will be locked in its current state. After closing, your only options will be to continue investing into the existing Wefolio or to delete it.
• If you choose to delete your Wefolio while still holding open positions, the Wefolio itself will be removed, but the underlying positions will remain visible under the My Positions tab.