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:
- Create a new Cash+ Guaranteed portfolio with your preferred base currency and tenure period.
- 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.
