There are two methods to request a Portfolio Switch:


Option 1: Through the 'Portfolio' page

  1. Go to the 'Portfolio' page and tap on the source portfolio you wish to switch.
  2. On the portfolio overview page, click the 'Switch' button.
  3. Select the target portfolio to move the funds and enter the switch amount.
  4. Tap the 'Confirm' button to submit the request.


Option 2: Through the 'Transfer' page

  1. Go to the 'Transfer' page and select the source portfolio from the dropdown.
  2. Click the 'Switch' button and tap 'Proceed.'
  3. Choose the target portfolio to move the funds and enter the switch amount.
  4. Tap the 'Confirm' button to submit the request.


Both methods will guide you through the process and allow you to complete the switch.