This is a feature that allows you to transfer your investments currently held at another bank or broker to Moneybase without having to close your positions. You can transfer all investments, including stocks, bonds, ETFs and funds that are available on Moneybase. We are also able to add other instruments on demand.
How can I transfer my portfolio?
If you would like to transfer your portfolio to Moneybase, reach out to us through our support channels and we will be happy to assist you with the process which is simple and straightforward.
We do not charge any fees to accept your portfolio transfer. We aim to complete portfolio transfers within 30 days at most. However, the transfer duration is also dependent on the remitting counterparty.
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