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If you wish to modify your investment portfolio or reallocate your funds to another portfolio, our online platform allows you to switch between Model Portfolios or adjust the combination of Model Portfolios as needed. Your instructions will typically be implemented on the next rebalancing date following the receipt of your online request.
How do I do this?
You can submit this request by taking the following steps from the Investment Dashboard:
Select More on the left sidebar
Click Modify Allocation
Provide New Allocation Breakdown by Percentage (%) or Dollar ($) and then select Next
Select Verification and use preferred option - Email or SMS
Complete Verification
If your request requires additional funds to be transferred then the details will be shown in accordance with what you need to contribute along with the BPAY details unique to your investment account.
If you require assistance, please contact our friendly team via the chat function in the bottom right corner.
If you want to add funds to a new portfolio or specific portfolio, see How can I add funds to my investments?
Note:
You can only hold one diversified portfolio per account.
You'll need to contact us via email if your portfolio balance is lower than the minimum requirement (usually $10,000) if you'd like to reallocate.
If you require assistance, please contact our friendly team at invest@investsmart.com.au