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Transfer funds from your Regular to IFISA account
Transfer funds from your Regular to IFISA account

How to transfer funds between your Regular and IFISA account

Zoe Disco avatar
Written by Zoe Disco
Updated over 9 months ago

You first need to turn the investment in your Regular account back to cash.

You do this by going to the My Portfolio Page and clicking sell loans, you then enter the amount, tick the button to say that you agree and then click sell now.

Once the loans are sold, the funds will show in your available balance. If you don’t already have an IFISA account with us you will need to click on ‘Open IFISA’ and open one.

You then need to click Withdraw/Transfer, select Transfer from Regular to IFISA enter the amount and click Transfer.

To invest the funds into loans picked by us you will need to click Invest, select IFISA account, make sure that the available funds button is selected and enter the amount that needs to be invested and click Invest Now.

If you are a Professional investor, you will need to select your own loans to invest in, in the usual way.

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