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Can I transfer funds from one goal to another?

To make a transfer between portfolios:

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

On the main page, click “Transfer” > select “Transfer Money” > select which portfolio to transfer from and to and enter the amount > click “Continue” and “Confirm” to complete the transfer. 

 

The timelines are as below:

General/ Goal-Based Investing and Income portfolio transfer to General/ Goal-Based Investing portfolio takes up to 1-2 business days.

General/ Goal-Based Investing and Income portfolio transfer to Income portfolio take up to 2-3 business days.

General/ Goal-Based Investing and Income portfolio transfer to StashAway Simple™ portfolio take up to 3-4 business days.

StashAway Simple™ portfolio transfer to General/ Goal-Based Investing and Income portfolio take up to 4-5 business days.

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