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

Modified on Fri, 30 Jun, 2023 at 6:28 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. 


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