How To Invest Surplus Cash

Created by Corinne O'Brien, Modified on Fri, 28 Jun at 12:56 PM by Rohith Krishna

Go into the All Account Actions dropdown (double cog icon) :


Select "Portfolio Switch/Rebalance":


Select "Invest Surplus Cash" and follow the three step process :

You have the option to view, print and save locally PDF amendment and illustration documents if you wish, and then submit the request:






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 at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article