There are two methods to request a Portfolio Switch:
Option 1: Through the 'Invest' page
- Go to the 'Invest ' page and tap on the source portfolio you wish to switch.
- Tap ‘Manage’ at the top right, and on 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 'Transactions' page
- Go to the 'Transactions' page and select the source portfolio from the dropdown.
- Click the 'Switch' button and choose the target portfolio to move the funds
- Enter the switch amount and click 'Confirm' to submit the request.
Both methods will guide you through the process and allow you to complete the switch.