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Am I able to transfer funds from other portfolios to Cash+ Guaranteed?

Yes, you may transfer funds from other Cash Management, Managed Portfolio, or Brokerage account into a Cash+ Guaranteed portfolio as long as it is a newly created Cash+ Guaranteed portfolio.

 

How to transfer funds:

  1. Create a new Cash+ Guaranteed portfolio with your preferred base currency and tenure period.
  2. Once the portfolio is created, initiate an internal transfer from the portfolio or Brokerage account you wish to transfer funds from.

Note:

  • Cash+ Guaranteed portfolios have an auto-lock feature and funding in tranches is not allowed. Please ensure you transfer the full lump sum you wish to invest.
  • Once your funds are processed, the portfolio will be automatically locked and queued for investment.
  • If you wish to add more funds in the future, you will need to create a new Cash+ Guaranteed portfolio for the additional amount.