Converting Single Investments into a Multiple Investment Strategy (MIS)
If an investor already has a standard account and this needs to be converted into a MIS, a Freshdesk ticket will need to be raised using a template available below. We will then create the MIS and transfer the assets and cash from the single investment to the MIS.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article
This content of this website is designed to give professional financial advisers information and tools that they can use to support their use of the SS&C Hubwise platform. It should not be used by private investors or any other persons