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Opening Multiple Portfolios

Can I transfer funds from one Cash Account to another?

Investment and Savings

Yes, you can do so. Click into your portfolio, click on the dropdown box “More” -> “Transfer” Transfers between cash accounts will be processed and completed immediately.

How many Cash Accounts will I have?

Investment and Savings

Each portfolio will have a unique Cash Account number tagged to it. Hence, please ensure that you indicate the correct Cash Account number (starting with Gxxxxxxx) that is specific to the portfolio you wish to fund.

Can I rename my portfolios?

Investment and Savings

Yes, you can rename your portfolios to differentiate between different financial goals which the portfolios were set up for.

Can I set up multiple portfolios to cater to my different financial goals?

Investment and Savings

Yes, you can set up to a maximum of 20 different investment portfolios.

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MoneyOwl to wind down all commercial activities

MoneyOwl is winding down its financial advisory business and all commercial activities will cease by December 31, 2023. 

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