fbpx

FAQ

Account Management

Deposit and withdrawals are handled in Account Management. As your money and portfolios are in custody with our partner broker/custodian, they will accept or remit the money for you.

If the dividend is in cash, it will be paid into your account as cash balance. If the dividend is a share dividend, the additional shares are also added directly to your account.

Both account holders will need to complete a new joint application with our partner broker. After the new joint account has been opened, you can then move your assets to the new account.

You may consider the corporate, partnership, limited liability company or unincorporated legal structure account types offered by our broker partner.

If you are using our Goal based investing service, you can change your address under the ‘Profile‘ page. If you are using our Factor based investing service, you can change your address under the ‘My Profile‘ page.

If you are using our Goal based investing service, you can change your password under the ‘Profile‘ page. If you are using our Factor based investing service, you can change your password under the ‘My Profile‘ page.

You must contact customer service to unlock it.
Unfortunately, each Crea8 account is unique to one email. So, you cannot change your email. If you would really want to change the email address, you would need to open a new account with us. If you do not want to open a new account, we advise that you auto-forward emails to your new email address.

You should check your spam folder for any Crea8 email, and make sure that you have us in your address book.

Yes, you can. To do so, you will need to contract the broker partner.

Please email our Customer Service team to close your Crea8 account. You will need to separately notify our broker partner to close your broker account.