Sidekick

What is the minimum investment required?

What is Custom Indexing?

How does Sidekick's Custom Indexing work?

In which account types is Custom Indexing available?

How often are portfolios rebalanced?

How does Custom Indexing differ from traditional index investing?

What are the fees associated with Custom Indexing?

Are there any risks associated with Custom Indexing?

What customisation options are available?

Here's what you need to know about our Custom Index investment offering.

Custom Indexing

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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