How to know name of my Chosen Pie ?

🤝 Help
1

Hello,

I have asked this question in the T212 help but they couldn’t figure this out.

So, about 6-7 months ago, I have chosen a Ready made Pie to invest all my cashback earnings. I need to know the name of that pie, so I can start telling the friends and family. Please dont suggest me to note down each holding instead and create a manual pie as it will miss out the rebalancing phase while the manual pie will still be holding underperforming ETFs.

I have clicked everywhere in the relevant section and couldnt see what is the name of that pie?

Attached is the screenshot.

2

Seems that you forgot your screenshot :slight_smile:

If you go to the Card tab in your Invest account, you should see a section called Invest spare change:

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Click on that and it will show you where your cashback is being invested:

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If you cannot see the name of the pie, it probably means you have not yet selected a pie.

3

@maxkshaw Many thanks. I followed that but still do not see any pie, however my cashbackinvestment is certainly in place somewhere. Sorry, the screenshots didn’t go in the first message, so I am re-attaching it all here - only allows me to attach 1 screenshot as a new user -

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4

It looks like you have created your own pie, “My Cashback Investment”, which features some WisdomTree ETFs, and your cashback is being automatically invested into this pie.

5

@maxkshaw Thanks for that so helpful, I did this long time ago and that’s why I completely forgotten. I suppose time to choose another Pie now, as I don’t rebalance this one.

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6

Here is my suggestion.

Search for each of the stocks in the pie concerned. Each will show the names of all the pies containing that stock. Make a note of the pies listed against each stock.

The one you want should appear in all of the lists.

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