Instructions on selling a bond when using Robowise

Hi there, If I want to sell one or two of my bond holdings only, but my investment portfolio is all handled by Robwise, what steps do I need to take?

Thx

Chris

Hey Chris!

If you head to the ‘Accounts’ page and then click ‘Robowise settings’ it will bring up a list of bonds you’re invested in via sectors. Simply untick the box next to the bond you want to sell and click ‘update’ and it will sell and smart re-balance for you.

The quickest way to get customer support if you have any more problems going forward is to call or live chat us on the website.

Hope that helps!

Lizzie

Thanks Lizzie. I asked the question here in case anyone else on the community could benefit from the answer.

1 Like

No problem! Glad to help.