How Do I Transfer Money Between My Yeeld GBP Account and Investment Accounts?

How Do I Transfer Money Between My Yeeld GBP Account and Investment Accounts?

Moving money between your Yeeld GBP Account and your investment products is quick and easy.

You can make deposits into your investments or withdraw available funds back to your Yeeld GBP Account, all without leaving the Yeeld app.

Depositing Money into an Investment Account

You can add money to any eligible investment product, including your:

• ISA
• GIA
• Pension

To make a deposit:

1. Open the Portfolio tab.
2. Select the investment product you'd like to fund.
3. Tap Deposit.
4. Enter the amount you'd like to transfer.
5. Review the details and confirm the transfer.

The money will be transferred from your Yeeld GBP Account into your selected investment account.

Withdrawing Money from an Investment Account

If you have available funds that can be withdrawn, you can transfer them back to your Yeeld GBP Account.

To make a withdrawal:

1. Open the Portfolio tab.
2. Select the investment product.
3. Tap Withdraw.
4. Enter the amount you'd like to withdraw.
5. Review the details and confirm your request.

Once processed, the funds will be credited to your Yeeld GBP Account.

How Long Do Transfers Take?

Transfers between your Yeeld GBP Account and investment products are initiated directly within the app.

Processing times may vary depending on the type of investment product and whether any investments need to be sold before cash becomes available.

Where applicable, you'll be able to track the status of your request within the app.

In Summary

You can easily move money between your Yeeld GBP Account and your investment products without leaving the Yeeld app.

Whether you're adding funds to your investments or withdrawing available money back to your Yeeld GBP Account, everything can be managed from a single place.