Yes, cross-account transfers between your Syfe Portfolios (Managed Portfolios and Cash Management) and Syfe Brokerage account are supported.

How do I transfer funds from Syfe Portfolios to Brokerage?

1. Log in to your Syfe app.
2. Navigate to Manage.
3. Select Transfer to Brokerage.
4. Follow the in-app instructions to confirm your transfer.

How do I transfer funds from Brokerage to Syfe Portfolios?

1. Log in to your Syfe app.
2. Tap the Menu icon (bottom right, 3-line icon).
3. Select My Funds.
4. Tap Withdraw Funds.
5. Under Select a reason, choose Reallocate.
6. Follow the in-app instructions to complete the transfer.

Important notes:

• Cross-account transfers involve either selling or purchasing assets in your portfolio, depending on whether funds are moving into or out of your Syfe Portfolio.
• For more information on the estimated timeline depending on the type of portfolio: please refer to these articles:
  • How long does a withdrawal from my Syfe portfolio take?
  • How long does it take for my funds to be invested in my Syfe portfolio? 
• During this period, the value of your transfer may fluctuate based on prevailing market prices at the time of selling and buying securities.

Note: For full internal transfers, the final amount transferred may differ from the amount shown in your dashboard at the time you placed the request. For more details: If I submit a full withdrawal/internal transfer request, will I get the full amount currently displayed in my portfolio?