How to sell funds

Selling funds is quickest on our website or mobile app. You can also sell funds over the phone. 

On this page

How to sell on the website

  1. Log in online to see your accounts.  
  2. Select the account containing the funds you want to sell.  
  3. Select the arrow icon in the Actions list next to the relevant fund.  
  4. Select ‘Sell’ from the list of options.  
  5. Choose to sell your entire holding, or to sell a specific number of units or a specific amount. 
  6. If selling part of your holding, enter the number of units or amount you want to sell.   
  7. Select ‘Continue’.  
  8. Check the details, including the value or number of units you’re selling.  
  9. Select ‘Place a deal now’ to confirm your trade. 
Sell funds online

How to sell on the mobile app

  1. Select 'Accounts' in the bottom left corner.  
  2. Log in.  
  3. Select the account containing the fund you want to sell.   
  4. Select the right fund, then select ‘Deal now’.  
  5. Select ‘Sell’, then tap to sell either the entire fund or part of it. If you choose to sell part of it, enter the number of units or amount you want to sell and select ‘Continue’.  
  6. Check the details, including the value or number of units you’re selling.  
  7. Select ‘Place instruction’ to confirm your trade. 

What happens next

The money from your sale will go into your Capital Account once your trade has completed.

Or, depending on the type of account, you can withdraw it to your nominated bank account

Prefer to speak with someone

Contact us