How do I buy and sell mutual funds and UITF?
Investa
Last Update há 3 meses
Step 1: Select the fund you’re interested in investing via the home or explore tab.
Step 2: Review all necessary information regarding the fund, to ensure that you know what you’re getting into.
Step 3: Press the “Invest in this Fund” button found on the side menu.
Step 4: Input the amount you want to invest, and tick the check box claiming that you have read and understood the prospectus of the fund.
Step 5: Enter your trading pin and confirm your buy order.
Step 6: From here, your buy order will be under pending status. Kindly wait for your order to be executed and completed.
Step 7: Congratulations! You can now view and monitor your investment under the portfolio tab.
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Step 1: Go to your portfolio via the portfolio tab and select the fund you would like to sell.
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Step 2: Click Sell
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Step 3: Input the number of shares you want to sell, and tick the check box claiming that you have read and understood the prospectus of the fund. Then, click sell.
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Step 4: You’ll find the total NAVPS, no. of shares, and early redemption fee (if applicable) in the Order Summary.
If you want to proceed, enter your Trading Pin.
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Step 5: Once you confirm your sell order, you will receive a notification with your sell order number and the expected processing time. Kindly wait for your order to be executed and completed.
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