To transfer funds between DIY portfolios, you need to open the portfolio that you are transferring from, select 'Options' and then select 'Move Cash'.
If you wish to make an internal transfer involving a Managed portfolio, please submit a request via our website contact form, stating the amount that you would like to transfer and which portfolios to transfer to and from, giving the portfolio references (IP********).
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.