Portfolio Switching

What is 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
Why would I consider switching portfolios?
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
Can I switch between all types of portfolios?
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
Is there a minimum amount required for Portfolio Switching?
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
How do I request a Portfolio Switch?
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
How long does Portfolio Switching take?
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
What happens to my investments during the switch?
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
Why is my Portfolio Switch request not going through?
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
How will I know if my Portfolio Switching request is completed?
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
Can I cancel my Portfolio Switch request if I change my mind?
Cancellation is no longer possible once the request for the switch has been submitted.
Thu, 24 Jul, 2025 at 11:08 AM