Change my STOCK ISA ETF stock and Pie

šŸ„§ Pies & AutoInvest
1

Good day to all. Iā€™m new to this community and new to investing so please excuse my possibly incorrect use of investment key words.

I recently set my Stock ISA account and invested a one-off amount and then a reoccurring weekly investment. My pie only has one ETF. However, now that Iā€™m tiny bit more educated Iā€™d like to transfer my current investment into two ETFs and the update my pie to 60/40.

How do I move my current investment or do I need to close and start all over again.

please share you thoughts it would be immensely appreciated.

Magz

2

Pies have an ā€œExport investmentsā€ option where you can pull out investments (or cash) from your pie to your general pool without selling them. From there you can use the "Import investmentsā€ option to move them into another pie.

3

Welcome to the Community, @iamyemiade :waving_hand:

Apologies for missing your post last week. If you want to add another slice to your existing pie that currently holds only one investment, you can do that by going to the Pie > Holdings > Edit Pie. From there, just tap the + icon to add the other ETF and assist a target allocation percentage (weight) - either 60 or 40 based on the description you shared. Once done, review your updated Pie and confirm.

If you already own some shares of the newly added ETF outside of the Pie, you can use the Import option to move the shares from your overall portfolio to the pie. You can find a step-by-step guide on how to do that in our Help Centre here.