How do I sell an investment?

You can place a sell order at any time directly from your Portfolio.

  • From your Portfolio screen, select the investment you wish to sell.

  • Select Sell on the asset’s information page.

  • Enter the amount you wish to sell and review the transaction summary.

  • Confirm the sale. Once sold, the cash value will be credited to your account, ready for you to withdraw or reinvest.

💡 A note on liquidity: For assets like private credit, you Apply For an Early Redemption,  where you apply to effectively sell your investment to another user. A sale is not guaranteed and while this feature provides more liquidity than traditional private market investments, the ability to sell is dependent on buyer demand.