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Closing an advised portfolio

How to close an advised portfolio.

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Written by Ben Stonyer

If you wish to close an advised portfolio you can. First you need to sell down any holdings you have in the portfolio you wish to close. Once the sell is complete you can close it.

To close an advised portfolio

  1. Log in to Sharesies.

  2. Tap the Advised Portfolio you want to close.

  3. Tap Manage portfolio.

  4. Tap Close portfolio and follow the prompts to close it.

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