There are two methods to request a Portfolio Switch:
Option 1: Through the 'Portfolio' page
- Go to the 'Portfolio' page and tap on the source portfolio you wish to switch.
- On the portfolio overview page, click the 'Switch' button.
- Select the target portfolio to move the funds and enter the switch amount.
- Tap the 'Confirm' button to submit the request.
Option 2: Through the 'Transfer' page
- Go to the 'Transfer' page and select the source portfolio from the dropdown.
- Click the 'Switch' button and tap 'Proceed.'
- Choose the target portfolio to move the funds and enter the switch amount.
- Tap the 'Confirm' button to submit the request.
Both methods will guide you through the process and allow you to complete the switch.