Hoping someone can let me know as I haven’t been involved in the beta at all so no real awareness of the features, but…
I know we won’t initially be able to move shares from our main folios into Pies, however can you set up pies without the % allocation and autoinvest functionalities?
ie. can we simply use the Pies feature to segregate certain holdings into sub accounts and top up on an ad hoc basis?
Thanks in advance.