Orders & Trading

Trading Timing & Execution

• When Will My Order Be Executed?
• What is settlement and how long does it take?
• When will my new funds be invested?

Order Types & Methods

• What is fractional investing?
• How do LifePlan portfolios place trades?
• Why was a small amount of cash not included in my order?

Modifying or Cancelling Orders

• Can I cancel or amend an order?
• Why can’t I cancel my order?
• Changing my order after I invest
• How does InvestEngine place its trades?

Order Issues & Errors

• What does “order in process” mean?
• Why was my order rejected?
• My order is stuck- what should I do?
• Order adjustments and cancellations

Special Cases: Transfers & AutoInvest

• How does AutoInvest place orders?
• Are Savings Plan trades delayed?
• How orders work during portfolio transfers