Buy orders
You can invest in your advised portfolio at any time with a one-off buy order. And soon, you’ll be able to place an auto-invest order for your advised portfolio.
Each buy order spreads your money across all the investments in your advised portfolio.
Go to your advised portfolio, and select ‘Buy’.
Enter a dollar amount to buy, then select ‘Review’.
Check your order details are correct, and read the info (including fees and order processing times for managed funds).
Select ‘Buy’ to place your order.
Sell orders
You can sell from your advised portfolio anytime.
When you sell you are selling all investments in your advised portfolio at once.
Go to your advised portfolio, and select ‘Sell’.
Enter a dollar amount to sell or ‘Sell all’, then select ‘Review’.
Check your order details are correct, and read the info (including fees and order processing times for managed funds).
Select ‘Sell’ to place your order.
Settlement times
When you place an order for a portfolio that includes managed funds, it takes some time to confirm the price you’re buying or selling units for.
The time it takes depends on the fund provider:
Smartshares—one business day
Pathfinder—two business days
Milford—two business days.