How to switch between mutual funds for a client
To switch funds in Rabbit Invest, open the client, tap the fund and tap Switch in Folio Summary. Search or filter for the target fund and tap Switch to this Fund. Enter the amount, check the estimated units and tap Next. The money moves without a separate redemption and purchase.
Steps
Open the client and tap the fund
Folio Summary opens.
Tap Switch in Folio Summary
The switch screen opens.
Search or filter the target fund
Find the fund the money should move into.
Tap Switch to this Fund
The target fund is selected.
Enter the amount to switch
Part of the holding or all of it.
Check the estimated units, then tap Next
Review before you confirm.
If something does not work
What is the difference between a switch and an STP?
A switch moves the money once. An STP moves a set amount on a schedule. See the guide on setting up an STP.
