Can I switch funds?

Yes. If you want to switch funds:

  • 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.

  • One of the options is 'Switch'

  • Then follow the steps

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 that to carry out a switch we need to first sell one fund and then buy into the other funds 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 day. For example, the sell will happen at either 10:15 or 14:10 and the buy will happen at the following time.

Need more help?

Our UK-based team is ready to answer your questions

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Getting help in difficult circumstances

Please contact us if you’re having financial difficulties, navigating a difficult time in your life, or if your mental wellbeing is affected. This happens to many in these uncertain times. We’re here to help.

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