How to: Transfer your models to Green account

Continue reading if you have:

1. You've activated your Investmint Green account
2. You want to trade new rebalance signal in your Green account

Then, follow these steps:

Note: If you don't follow these steps, rebalance signals will continue placing orders with your previous broker.

Step 1: Sell completely from current broker

• Goto "Trades" > Tap on model you wish to sell > Click on "Exit with <your broker name>" button
• Sell fully with your broker (watch the video below)

Step 2: Funds transfer

Wait for T+1 day settlement to happen. Depending on your broker, you'll receive 100% funds sometime on next trading day.

• Submit a fund withdrawal request with your current broker
• Wait for funds to reflect in your bank account
• Transfer funds to your Swastika account using Investmint or Tradingo app.

Note: This entire process can take 2-4 working days depending on when you submit your withdrawal request, and how long your broker takes to process withdrawal requests.

Step 3: Take new trade

• Goto "Home" tab > "Your Signals" section to find the rebalance signal.
• Tap on "Act" button to place a new trade with Investmint Green.

If you face any challenges during the rebalancing process or have any inquiries, please feel free to reach out to us at support@investmint.club. We're always here and eager to assist you!