Through our "Transfer Between Goals" feature, you can transfer your funds from one Cash Management goal to one of these investment goals in your Endowus account:
- Cash Management
- General Investing
- Passive Income
- Mid to long-term investing
Table of Content
How do I know if my goal is eligible for Transfer between Goals?
How do I transfer funds from an existing goal to another existing goal?
How do I transfer funds from an existing goal to a new goal for cash?
How do I transfer funds from an existing goal to a new goal for SRS?
For more information about how Transfer between Goals work, please refer to this page.
How do I know if my goal is eligible for Transfer between Goals?
The source goal type must be Cash Management.
- You can transfer your monies from a Cash Management goal type to a Endowus Core/Satellite goal type.
- You can also transfer your monies from a Cash Management goal type to another Cash Management goal type.
Only cash and SRS investments are eligible for Transfer Between Goals (as of 26 April 2021).
How do I know the goal type of my investment goal?
Log in to your Endowus account > Select your goal.
How do I transfer funds from an existing goal to another existing goal?
Step 1: Log in to your Endowus account > Go to Invest | Redeem | Transfer > Select Transfer between goals
Step 2: Select the source goal and recipient goal > Continue until you reach the Confirmation page and confirm via OTP
How do I transfer funds from an existing goal to a new goal for cash?
Step 1: Create a new cash investment goal
If you want the initial investment for the new goal to be funded by funds in an existing Cash Management goal, please select "Invest later" on the Confirmation page. If you select "Invest now", the new investment goal will be added and a new cash investment order will be created upon confirmation.
Step 2: Transfer funds from existing Cash Management goal to the new cash investment goal
Log in to your Endowus account > go to Invest | Redeem | Transfer > select Transfer between goals
Select the source goal and recipient goal > Continue until you reach the Confirmation page and confirm via OTP
How do I transfer funds from an existing goal to a new goal for SRS?
Step 1: Create a new SRS investment goal
If you want the initial investment for the new goal to be funded by funds in an existing Cash Management goal, please select "Invest later" on the Confirmation page. If you select "Invest now", the new investment goal will be added and a new SRS investment order will be created upon confirmation.
Step 2: Transfer funds from existing Cash Management goal to the new cash investment goal
Log in to your Endowus account > Go to Invest | Redeem | Transfer > Select Transfer between goals
Select the source goal and recipient goal > Continue until you reach the Confirmation page and confirm via OTP