I want to transfer my portfolio from another broker to Investimental, how do I do it?

Step 1: Notify your broker (intermediary) that you wish to transfer your portfolio to Investimental and request a Portfolio Statement.

Step 2: Download the Transfer Request from the Portal > the Portfolio Transfer section.

Step 3: Complete all fields of the Request, sign it, and upload it together with the Portfolio Statement in the same section.

Step 4: We will contact your broker to finalize the portfolio transfer. You will receive an email notification as soon as the instruments have been credited to the Investimental trading platform.