How To's (Advanced)
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      3. How To's (Advanced)

      How to move Holdings to a new Portfolio

      1. Access the portfolio the holding is currently recorded in via the navigation bar


      2. Navigate to "Shares | Funds | Fixed Interest" and then "Holdings"


      3. Identify the holdings you wish you move to a new portfolio
      4. Click on the holding in question, and Drag the holding from the center of the screen into the relevant portfolio within your navigation bar. You should see your mouse icon change while you are dragging the transaction.
      5. Your holding should now appear in the relevant portfolio, and no longer be present in the original portfolio.