Can I move money from funds invested directly or through other brokers to funds recommended by Scripbox?
No, this is not possible. Though moving money is definitely possible – it’s moving the funds themselves which is not possible. This is because, we are unable to track purchase dates and other information for existing holdings and this breaks our algorithms designed to optimise tax for you. You can choose to hold your existing investments as you are currently doing, and start your automated investments fresh with Scripbox. You can also withdraw your other investments if they have been held for more than one year (to avoid tax) and then reinvest.