How do I manage investments? – Old Mutual Wealth Help Centre

How do I switch funds by asset?
This step-by-step summary explains how to switch a client’s investment funds and/or redirect ongo... November 17, 2020 16:18
How do I switch funds by account?
This step-by-step summary explains how to switch a client’s investment funds and/or redirect ongo... November 17, 2020 16:19
How do I set up a model portfolio?
This step-by-step summary explains how to create a model investment portfolio. What you’ll need... November 05, 2019 16:02
How do I switch an account into a model portfolio?
This step-by-step summary explains how to switch an account into a model investment portfolio. Yo... November 07, 2019 11:10
How do I bulk switch accounts into the latest model portfolio?
This step-by-step summary explains how to switch multiple accounts into your latest model investm... November 07, 2019 11:20

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