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:
| From/To | General Investing (powered by StashAway) & Goal-Based Investing portfolios / Thematics Portfolio | General Investing (powered by StashAway) & Goal-Based Investing portfolios [GBP] | StashAway Simple™ | General Investing (powered by BlackRock) | Flexible Portfolio |
|---|---|---|---|---|---|
| General Investing (powered by StashAway) & Goal-Based Investing portfolios [USD] / Thematics Portfolio | 3-4 | N/A | 3-4 | 3-4 | 3-4 |
| General Investing (powered by StashAway) & Goal-Based Investing portfolios [GBP] | N/A | 3-4 | 2-4 | N/A | N/A |
| StashAway Simple™ | 4-5 | 4-5 | 1-2 | 4-5 | 4-5 |
| General Investing (powered by BlackRock) | 3-4 | N/A | 3-4 | 3-4 | 3-4 |
| Flexible Portfolio | 3-4 | N/A | 3-4 | 3-4 | 3-4 |
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.