What is a Specific Contribution?
A specific contribution is when you want to add funds to either a new portfolio or an individual portfolio inside your account.
How do I do this?
You can add funds to a new portfolio alongside your existing portfolio(s) or choose to add funds to a specific portfolio online.
Log on and go to My Account > Add funds.
Select 'Add Funds'
Enter Contribution Amount by Dollar Figure ($)
Provide New Allocation Breakdown by Percentage (%) and then select Next
Select Verify to receive a Code via Email or SMS
Enter Code to Complete Verification
You'll be shown and emailed your Bpay details so you can make the funding payment.
If you change your mind and haven't sent funds, you can cancel the request. This will allow you to start a new request.
Examples of each contribution type
Adding a new Model Portfolio(s) to your PMA
You have $10,000 in the Conservative Portfolio already and want to add a new $10,000 investment into a Balanced Portfolio.
Contributing to a specific Model Portfolio(s) within your existing PMA.
You have invested $10,000 in the Growth and $10,000 in the High Growth portfolio but only want to add $5,000 to the High Growth.