If you have more than one Syfe portfolio, you can transfer funds from one portfolio to the other via your Syfe app.

Here’s are the steps:

1. Log in to your Syfe account
2. Select “Menu” at the bottom right corner
3. Select “Manage Funds”
4. Select “Transfer Between Portfolios”
5. Select “Transfer from” portfolio
6. Select Partial or Full transfer
7. Select “Transfer to” portfolio
8. Enter the amount
9. Press “Transfer” to confirm

Will the investment amount be the same after the transfer?
If it is a partial transfer, the amount would be the same as you requested.
If it is a full transfer, the final amount received may differ from what you saw at the time of placing the request, as market prices can fluctuate during the process.

Why is the “Transfer Between Portfolios” option greyed out?

It could be two reasons:

• Your only active portfolios are Cash+ Fixed portfolios. For internal transfers from Cash+ Fixed portfolios, you may follow these steps:

1. Login Syfe App
2. Tap “Cash Management”
3. Tap the Cash+ Fixed portfolio
4. Tap “Reinvest”

• You only have one non Fixed portfolio. You must first create a new portfolio to transfer into:

1. Login Syfe App
2. Tap “Add Portfolio”
3. Choose the portfolio and tap "Invest"
4. Follow the steps at the top to initial an internal transfer