How can I move my investment funds to another portfolio?

Modified on Tue, 27 Jan at 4:26 PM

To place your investment funds in a different portfolio, you first need to withdraw them from the current portfolio and then make a new deposit to the selected portfolio.


Please follow the steps below:

  1. Go to Investments → Self-directed investing.

  2. Click the three dots next to Top up.

  3. Select Withdrawal.

  4. Enter the full amount and confirm the transaction.


After the withdrawal is completed:

  1. Go to Portfolio management.

  2. Make a deposit (top-up) to the appropriate portfolio.

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