To transfer invested funds between your portfolios, follow these steps:
- Tap “More” at the bottom of the screen
- Select “Transfer Between Portfolios”
- Choose the portfolio to transfer from
- Choose the portfolio to transfer to
- Enter the amount to transfer
- Tap “Transfer” to submit the request
We will sell part of the assets in the source portfolio and use the amount to buy assets in the target portfolio.
Note: The process goes through several steps and depends on fund execution times, market working days, and Saudi business days.
You cannot transfer uninvested funds between portfolios because the app automatically invests deposits as soon as they arrive.