Can I transfer funds from one goal 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
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.
The timelines are as follows (the days are referring to business days):
| From / To | General Investing (powered by StashAway) & Goal-Based Investing portfolios, Thematics portfolios, ESG portfolios | General Investing (powered by BlackRock®) | Flexible Portfolio | Singapore Investing portfolio | Income Investing portfolio | StashAway Simple™ | StashAway Simple™ Plus | StashAway Simple™ Guaranteed |
|---|---|---|---|---|---|---|---|---|
| General Investing (powered by StashAway) & Goal-Based Investing portfolios, Thematics portfolios, ESG portfolios | 3-4 | 3-4 | 3-4 | 3-4 | 3-4 | 2-3 | 3-4 | 3-4 |
| General Investing (powered by BlackRock®) | 3-4 | 3-4 | 3-4 | 3-4 | 3-4 | 2-3 | 3-4 | 2-3 |
| Flexible Portfolio | 3-4 | 3-4 | 3-4 | 3-4 | 3-4 | 2-3 | 3-4 | 2-3 |
| Singapore Investing portfolio | 3-4 | 3-4 | 3-4 | 3-4 | 3-4 | 2-3 | 3-4 | 1-2 |
| Income Investing portfolio | 5-6 | 5-6 | 5-6 | 5-6 | 5-6 | 5-6 | 6-7 | 4-5 |
| StashAway Simple™ | 3-4 | 3-4 | 3-4 | 3-4 | 3-4 | 1 | 3-4 | 2-3 |
| StashAway Simple™ Plus | 5-6 | 5-6 | 5-6 | 5-6 | 5-6 | 3-5 | 5-6 | 4-5 |
| StashAway Simple™ Guaranteed | 3-4 | 3-4 | 3-4 | 3-4 | 2-3 | 2-3 | 2-3 | Immediate |
To make a recurring transfer between portfolios:
Mobile Application only
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.
The timelines are as follows:
(i) General/ Goal-Based Investing transfer to General/ Goal-Based Investing portfolio takes up to 1-3 business days.
(ii) General/ Goal-Based Investing transfer to the StashAway Simple™ portfolio takes up to 2-3 business days.
(iii) General/ Goal-Based Investing transfer to the StashAway Simple™ Plus portfolio takes up to 3-5 business days.
(iv) StashAway Simple™ portfolio transfer to General/ Goal-Based Investing takes up to 3-5 business days.