How do I switch funds?


If you want to switch funds follow these steps:

  • Log in to your account

  • From the left-hand menu, choose 'Investments'.

  • Choose the fund you want to switch from, and select the 3 dots on the right-hand side under Actions.

  • One of the options is 'Switch'

  • Then follow the steps. Choose which account and funds to switch from and to.

You will see you can choose which funds to switch from and to.

Once the orders are complete, you can view these under the Investment tab.
 
A switch usually takes 4 to 7 working days, depending on the specific funds you're switching between. That may seem like a while, but please keep in mind we need to first sell one fund and then buy into the other fund on your behalf and each part of the process can take a few days.
 
For ETFs, a switch is usually much quicker and can usually happen within 1 working day.

For example, the sell will happen at either 10:15 or 14:10 and the buy will happen at the next trading point. For example, if you sell at 10:15 the buy happens at 14:10.

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