The invest surplus cash function is designed to ensure that you can invest any cash that is available in the account above the cash amount required by buying power. This could be following the removal of a cash ring-fence for example where the cash is now to be invested into the current model portfolio.
Go into the All Account Actions dropdown within the account (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:
Multiple Investment Strategy (MIS) Accounts – For MIS accounts there is an invest surplus cash option in the account actions as shown below.
The above cannot be actioned for the Utmost Offshore Bond product, to invest the surplus cash on this particular investment, please raise a Freshdesk ticket.
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