Hi I want to create a pie and transfer my current holdings (which are in an invest account) into the pie. Is this possible? I can’t seem to find any guidance about doing this. Any advice will be greatly appreciated. Thanks D

Transfer a position to a pie

chantal August 14, 2020, 1:02pm 7

Search and you will find… Just follow this thread, everything regarding pies is mentioned in here:

1 Like

Topic		Replies	Views
Holdings pie transfer 🤝 Help	6	398	September 8, 2020
Pies - Import / Export investments 📰 What's new	155	14932	September 24, 2021
Move existing stocks into Pie 🥧 Pies & AutoInvest	1	2852	September 13, 2024
Adding shares i already own to my pie 🥧 Pies & AutoInvest	3	1025	June 17, 2020
Question about pies vs investments 🥧 Pies & AutoInvest	4	2273	June 7, 2023