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:

- General/ Goal-Based Investing transfer to General/ Goal-Based Investing portfolio takes up to 1-3 business days.

- General/ Goal-Based Investing transfer to the StashAway Simple™ portfolio takes up to 2-4 business days.

- StashAway Simple™ portfolio transfer to General/ Goal-Based Investing takes up to 2-4 business days.

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.

The timelines are as follows:

- General/ Goal-Based Investing transfer to General/ Goal-Based Investing portfolio takes up to 1-3 business days.

- General/ Goal-Based Investing transfer to the StashAway Simple™ portfolio takes up to 2-3 business days.