Portfolio Switching
Portfolio Switching allows you to change your investment strategy by transferring your funds from one portfolio to another within the Airo app.
Thu, 24 Jul, 2025 at 10:56 AM
Switching portfolios allows you to realign your investments with changes in your financial goals, risk appetite, or market trends. It also gives you the cha...
Thu, 24 Jul, 2025 at 10:56 AM
Conventional Portfolios (BOCA, Shariah, Income): These three types of portfolios can switch between each other, so you can transition from BOCA to Shari...
Thu, 24 Jul, 2025 at 11:01 AM
Yes, and the conditions are different for partial and full switching. Partial Switch: The amount you switch must be more than RM200. You must also ha...
Thu, 24 Jul, 2025 at 11:05 AM
There are two methods to request a Portfolio Switch: Option 1: Through the 'Portfolio' page Go to the 'Portfolio' page and tap on the ...
Thu, 24 Jul, 2025 at 11:04 AM
The process typically requires 2-4 business days to complete, as it involves necessary steps like liquidating and repurchasing ETFs and/or stocks to transit...
Thu, 24 Jul, 2025 at 11:06 AM
During the switching process, your investments will be liquidated from the source portfolio and reallocated into the new portfolio. This may result in tempo...
Thu, 24 Jul, 2025 at 11:06 AM
Your Portfolio Switch request might not go through if the minimum balance requirement of RM200 in the source portfolio is not met. Ensure your portfolio mee...
Thu, 24 Jul, 2025 at 11:07 AM
You will receive email notifications for each status update: Submitted, Processing, and Complete. You can also track the status in the app under the 'Ac...
Thu, 24 Jul, 2025 at 11:08 AM
Cancellation is no longer possible once the request for the switch has been submitted.
Thu, 24 Jul, 2025 at 11:08 AM