Perform Raise Functionality- inc. Inter Account Transfers -How To Guide

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

If you raise (sell assets) and want to keep the money in cash you MUST instruct a ring-fence or alternatively update the account status to 'Do not trade'


If you do not ring-fence cash then it will be swept up in the Platform's automated "income reinvest and invest surplus cash" process which runs around the 21st monthly.  This process is designed to ensure that all available cash is invested.

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