Can I merge one portfolio into another portfolio?

Yes, you can merge one portfolio into another portfolio. We will move your holdings from the portfolio that you do not want, to the destination portfolio. The risk score of the destination portfolio will continue to be the same.

No buy or sell trades will be executed for the holdings in your portfolio that you do not want, while moving your holdings from that portfolio. Hence you will not be subjected to any realised capital gains or losses for these holdings.

You can give only one merge instruction at a time. After the merge is successfully completed, then you can give another merge instruction.

Also read the answer to the related question:

Do you provide goals-based investing?

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Avail general financial advice and personal financial advice, in the form of digital advice, for your long-term investing needs by creating an account with QuietGrowth. Delegate your long-term investment activity to us. We offer Individual, Joint, SMSF and Trust account types.

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