To transfer your investments from one portfolio to another, you must make a withdrawal request for the portfolio you wish to transfer. Once the request has been made, we invite you to contact hello@birdee.co explaining your wish to close the portfolio and reinvest in another. When the withdrawal request is accepted and finalised by our staff, we will pay the withdrawal amount to your remaining portfolio and not to your bank account.
How to transfer a portfolio to another portfolio?

Written by Gael Minon
Updated over a year ago