Moving funds between your Syfe portfolios is simple.
- Log in to your Syfe account
- Select the portfolio you wish to transfer money out from
- Click on ‘Manage funds’, followed by ‘Transfer between Syfe portfolios’
- Select which portfolio you wish to transfer money into
- Enter the necessary transfer amount and hit submit
Kindly note that transferring between portfolios involves us selling assets in the portfolio you want to transfer funds out from, and using the proceeds to buy assets in the second portfolio you want to invest in.
During this period, the price of your assets may go up or down and change your portfolio value. Therefore, the final amount transferred to your portfolio may be different than what you saw in the dashboard at the time of placing the internal transfer request.
The internal transfer between portfolios will be completed for you within 2 – 4 working days.