Opening Multiple Portfolios

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.

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.

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

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