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:
(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 2-4 business days.
(iii) StashAway Simple™ portfolio transfer to General/ Goal-Based Investing takes up to 2-4 business days.
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.