Monthly direct debit transaction

Hi Guys
I have 3 self manged portfolios …if one makes a monthly top up is that split between all three or just the account ID portfolio to which it relates …? Thanks Frank

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Hi Frank,
At the moment topups will just be added to the portfolioID they relate to.

We do have plans to make changes in the near future and give you more options around cash management and topups. We’re still at the design phase at the moment thought, so I can’t confirm any details of exactly what will be possible.

Will try and keep you posted.