How do I switch funds by account?

1. Search for the relevant client. You can do this from the homepage.

2. Click on the 'Switch' button at the top of the client’s dashboard, or from the sub-account page.

3. On the ‘Client switch/redirect’ screen, complete the questions relating to the advice that’s been given.

• Select ‘Switch by account’, when accessed from the client dashboard you can select multiple accounts at this stage, if they are going to the same fund choice.
• Select ‘Switch and redirect’to switch the existing fund holdings and redirect ongoing contributions (alternatively you can choose to do one or the other).

4. Select which accounts you'd like the switch/redirect to apply to. The screen that follows will show details of the selected accounts.

• You can remove accounts by clicking on the red cross.
• You may see a blue icon next to a sub-account, this indicates there is already a transaction in progress on that account. You may still be able to submit the new switch instruction, this would then queue and trade when the existing transactions have completed.

5. Select the new assets to switch into. You can choose to switch into model portfolios, funds or exchange traded instruments.

• Enter the asset allocation percentage split amongst the selected assets, including cash holdings, and ensure the total equals 100%.

6. The next screen allows you to review the information you have entered and view supporting documentation.

• Supporting documentation for the instruction is displayed at the top of the screen.
• Use the ‘Edit’options to make any amendments.
• Review the information, tick the declaration, and click ‘Confirm’.
• A green banner will appear at the top of the screen confirming that the switch instruction has been successful.

7. You can view the instruction details within the ‘Activities’ tab from the client’s account dashboard.

• The page will list any accounts where the switch instruction has been queued or any accounts that failed.