Afternoon. I have set up a managed Portfolio yet after 2 days, my holdings are just showing as cash. Is there anything I should be doing or should my funds be being invested. There are no pending trades either.
Thanks for any help.
Afternoon. I have set up a managed Portfolio yet after 2 days, my holdings are just showing as cash. Is there anything I should be doing or should my funds be being invested. There are no pending trades either.
Thanks for any help.
Hi @Gladders !
On managed portfolios, trades are executed once your transfer is complete and your funds settled in your portfolio. Please take a look and if your funds are still not invested, contact customer support and we will be happy to look into the matter for you.