Path: "Investments" > Choose the specific investment you want to transfer.
Note: Please note that this is only possible for active investments. Additionally, we recommend that you have both the outgoing and incoming parties sign a contract takeover agreement in advance. For any questions regarding this process, please consult your legal advisor or relationship manager.
The investment can only be transferred to registered individuals on the same platform who have confirmed their email addresses and completed their profile information.
Investment transfer
Video - 36 sec.
If you want to transfer your investments to another person, navigate to the "Investments" section and select the specific investment you want to transfer. Once you are in the detailed view of the investment, you will find an option to initiate the transfer process, labeled as "Transfer Investment." By clicking on this option, you can enter the necessary details of the recipient and confirm the transfer request.
We hope this information was helpful. If you have any further questions, please feel free to contact our support team.