My latest top up for my SIPP recorded as 'portfolio transfer in' instead of top up

Help & FAQs
1

I recently added some money to my SIPP. I accidentally added it as Cash first in my SIPP and then I invested it in my self managed fund. Previously I added straight into the fund.

I can see previous transactions have been recorded as SIPP top up and the Rebate is recorded at the same time as ‘Processing’. However this time it’s just recorded it as ‘Portfolio transfer in’ and there is no SIPP rebate in process.

Does this make any difference? Will the 20% rebate still be added on? Do I need to contact Invest Engine?

2

Yes, please email IE Support quoting your portfolio reference.

support@investengine.com

3

I did the same once, didn’t make any difference

4

I have also done this. I have emailed support@investengine.com and have received no response as of yet.

How long does it typically take for the support team to reply to email queries?

Assuming I don’t hear any time soon, how long did it take for the rebate to appear in your accounts when the transaction was a ‘portfolio transfer’ as opposed to a ‘SIPP rebate’?

I must admit this has me feeling pretty anxious.