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Can I transfer funds from one goal to another?

Yes, you can! To make a transfer between portfolios:

1) Web Application

On the top right of your screen, click on "Your Name" > select “Withdraw/Transfer” > click to “Want to transfer funds from one portfolio to another” > from there, select which portfolio to transfer from and to and enter the amount > click “Continue” and “Confirm” to complete the transfer.

2) Mobile Application

On the main page, click on “Three horizontal lines” at the top left corner > Transfer Funds> Under Within StashAway, select “Set up one-time transfer” > select which portfolio to transfer from and to and enter the amount > click “Continue” and “Confirm” to complete the transfer.

The timelines are as below:

  • General/ Goal-Based Investing portfolio transfer to General/ Goal-Based Investing portfolio takes up to 1-3 business days.
  • General/ Goal-Based Investing portfolio transfer to StashAway Simple™ portfolio takes up to 4-6 business days.
  • StashAway Simple™ portfolio transfer to General/ Goal-Based Investing portfolio take up to 4-6 business days.