How can I buy/sell ETFs?

  • Updated

You can add or buy single or multiple ETFs for your portfolio by following the steps below.

To Add or Buy Multiple ETFs

  1. Open your portfolio.
  2. Select 'Add securities'.
  3. Choose the ETFs you wish to buy.
  4. Click 'Add to portfolio' and then 'Continue'.
  5. Set your portfolio weightings.
  6. Click 'Review and continue', then 'Save and continue'.

Your chosen ETFs will be bought during the next trading window once you have rebalanced your account. Note that the new weightings are not finalised until you complete the rebalance process.

To Add or Buy a Single ETF

  1. Add the ETF to your portfolio with a 0% weighting.
  2. Fund the ETF individually.
  3. Repeat the process if you wish to add more single ETFs.

Important: Ensure the AutoInvest feature is turned off to buy single ETFs.
Note: If you later sell your portfolio as a whole, the system will include any 0% ETFs in the sale.

Alternative Method for Adding ETFs

  1. Open your portfolio.
  2. Go to 'Options' and select 'Edit portfolio'.
  3. Click 'Add securities'.
  4. Select the ETFs you wish to buy.
  5. Click 'Review and continue', then 'Save and continue'.

To Buy More of Existing ETFs Based on Current Weightings

  1. Open your portfolio.
  2. Select 'Invest'.
  3. Enter the monetary value you wish to invest.
  4. Click 'Review order', then 'Submit'.

How to Sell ETFs

You can sell part or all of your ETFs using the following methods:

To Sell Specific ETFs

  1. Open your portfolio.
  2. Select the ETF you want to sell.
  3. Click 'Buy/Sell', then 'Sell'.
  4. Enter the value you wish to sell or select 'Sell all'.
  5. Click 'Review order', then 'Confirm'.

Your sell orders will be executed during the next trading window.

To Sell ETFs Based on Target Weightings

  1. Open your portfolio.
  2. Go to 'Options' and select 'Sell portfolio'.
  3. Enter the value you wish to sell or select 'Sell all'.
  4. Click 'Review order', then 'Confirm'.

When using the 'Sell portfolio' method, the system will prioritise selling the most overweight ETFs first. You will see a summary of which securities will be sold and the updated portfolio weightings after the order is confirmed and executed.

 

 

 

 

 

 

 

 

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