There may be various reasons for the need to transfer an investment. For example, in such cases it may be a gift or an inheritance.
To transfer investments to another investor, you must first select the investment. You can then transfer the investments to other investors via the investment details page.
Preparation and limitations
- only active investments can be transferred
- the investor to whom the investment is transferred must also be registered on the platform
- the master data and e-mail address must be completed or confirmed
How to transfer an investment
- First go to the investment details page of the investment you want to transfer. You can reach this either via the investor or through the investment list.
- Below the investment actions - displayed at the bottom right - you will see the "Transfer Investment" button.
- Clicking on this opens a new dialog in which you can enter the person to whom the investment should be transferred.
The investment is then assigned to the investor you have just selected. This person will then also see the investment in their investment portal.