You can transfer funds from any portfolio to any other portfolio you hold with us. Please follow the steps below;
'Open your portfolio' -> 'Options' -> 'Move Cash'
Please note, that we can only transfer cash between your portfolios, not the ETFs. If you are transferring from a DIY Portfolio you will need to sell some or all of your ETFs for the desired amount you want to transfer. If you are transferring from a Managed Portfolio, you do not need to do anything else, we will sell down ETFs for the desired amount for you once you click the 'Move Cash' button.
When you transfer cash to any other portfolio you hold with us, you can trade those funds immediately.
If you do not trade those funds and want to make another internal transfer or withdraw the funds, you have to wait until the cash is settled, which can take up to one business day.
If you have placed sell orders to make the internal transfer you must wait until those sell orders have settled before moving the monies internally between portfolios.