Can I transfer funds from one portfolio to another?

Yes, you can. To make a transfer between portfolios, follow the steps below:

Select ‘Transfer’ tab on our app homepage > select ‘Transfer’ > select ‘One-time transfer’ > select which portfolio you want to transfer from and to and enter the amount > click ‘Continue’ and ‘Confirm’ to complete the transfer.

The transfer takes up to 1-3 business days.

To make a recurring transfer between portfolios:

Select ‘Transfer’ tab on our app homepage > select ‘Transfer’ > select ‘Recurring transfers’ > select which portfolio you want to transfer from and to, transfer amount, frequency, start or end date > click ‘Continue’ and ‘Confirm’ to complete the transfer.

The recurring transfer takes up to 1-3 business days.