Greetings All, Does anyone know how to set up multiple mini-portfolios within the same share trading account? Say for instance I would like to set up investment portfolios for: - "that holiday" [Short term] - "kids education" [Medium term] - "Retirement" [Long term] I heard once before that this is possible, but I don't know how to do it. Does anyone know how it is done please? Thanks
I think I just e-mailed SFM and asked them to set up a new account for me. So I have an investment account and a trading account as well as a TFS account under my one main login. I think it only took a day.
I have total of 5 portfolio's all linked to one account so it can be done...best to set-up via bank. And I don't think there are additional costs involved with multiple portfolio's...but best to confirm with bank