I have a DIY self-managed ISA with the ‘Autoinvest’ option set to off.
However any time I as much click on a button to view something I’m repeatedly presented with a pop-up saying I’ve changed the holdings in my ISA and I need to rebalance:
I had understood that if Autoinvest was off weights/reblancing was not needed. Can someone explain what I’m getting wrong and how to stop the pop-up?
Also, for the set up that I have, which of ‘Invest Now’ or ‘Add to Portfolio’ the correct option to choose?
@ForkHandles I’ve not seen the pop-up myself, but I can say:
you will need to ‘Add To Portfolio’ those ETFs you want to invest in.
You will be required to set Percentage Weights, but it doesn’t matter what you set if you are not Auto-Investing or Auto-Balancing.
This link illustrates how it is done.
DIY portfolio
See if the pop-up still appears once you have set up your portfolio with your desired ETFs.
Took me a while to suss out … You have to go through the loop of adding up to 100, click review etc but you just don’t rebalance at the end
