Yes, you may transfer funds from any of your active Managed Portfolio /Brokerage account portfolios to Cash+ Guaranteed before the portfolio is locked. We will wait for all the ongoing transactions to be completed before investment begins – this experience will be similar to funding any other Managed portfolio. Once funds are processed into the app, the portfolio will get automatically locked and prepared for investment to start soon.

If you wish to add additional funds, you can do so by creating and funding into a new Cash+ Guaranteed portfolio.