💰 Grow Your Cash with 4.7%* p.a. in USD. Invest in ultra-low-risk US Treasuries today - no minimum, no maximum, no rules.
Log inCreate Account
Create Account
Help Center
​

Can I transfer funds from one portfolio to another?

Yes, you can. To make a transfer between portfolios, follow the steps below:

1) Web Application

On the top right of your screen, click on "Your Name" > select “Withdraw/Transfer” > click to “Want to transfer funds from one portfolio to another” > from there, select which portfolio to transfer from and to and enter the amount > click “Continue” and “Confirm” to complete the transfer.

2) Mobile Application

To make a one-time transfer between portfolios: On the main page, click “Transfer” > Select “One-time transfer” > select which portfolio to transfer from and enter the amount > click “Continue” and “Confirm” to complete the transfer.

To make a recurring transfer between portfolios: On the main page, click “Transfer” > Select “Recurring transfers” > select which portfolio to transfer from and enter the amount > click “Continue” and “Confirm” to complete the transfer.