How does my money get allocated if I have multiple portfolios consisting of Income and other portfolios?
We will automatically allocate funds to the one-time deposits (if any) first, followed by the monthly deposits based on the monthly deposit amounts you indicate to us in each of your portfolios.
As the Income portfolio only allows SGD deposits, any deposit made in USD will not be channelled into the Income portfolio.
In the case that we receive an amount different from your deposit plans, we will allocate the funds proportionally based on how much you indicate to go towards each portfolio. So, if one portfolio has monthly deposits of $1,000 SGD, and another has $2,000 SGD, we will allocate any funds we get in a 1 to 2 ratio.