Convert Managed ISA to DIY ISA

Help & FAQs
1

Hello,

I currently hold a Managed ISA with InvestEngine. As I have gained more confidence in my investing abilities, I would like to convert it to a DIY ISA. Could you please guide me on how to make this conversion/transfer?

Also, during the conversion process, will the ETFs in my Managed ISA be transferred directly to the new DIY ISA account, or will my holdings be sold and only the cash balance transferred?

Thank you very much in advance!

2

There is a help-section that covers it, see links below @SG2024
You donā€™t convert the portfolio, instead you add a new DIY one and transfer funds from the Managed Portfolio. In the second link, you will see it involves selling-down and transferring the cash.

Adding a DIY Portfolio to ISA

Moving funds between portfolios

1 Like
3

thank you for your reply!