Can I move a specific investment that I have tracked, to a plan?

Modified on Fri, 30 Jun 2023 at 06:28 PM

Yes, you can easily move your investments to a specific plan using the Product dashboard. Just choose the investment you want to move and select the plan where you want it to go. This way, you can align your investments with a specific purpose or goal, giving you greater control over your portfolio. 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article