Transferring an investment bank account

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  1. Go to the Settings section
  1. Go to the Accounts section
  1. Search for the account you wish to close
  1. Click on it to display the side detailed panel
  1. Click Transfer account on the 3 dots at the far-right of the selected account
  1. Fill in the closing date and the balance before closing
  1. Set up your new investment account choosing the country and the financial institution then click on Confirm
  1. Fill in the details of your new investment account (fields marked with a * are mandatory)
    1. Account name *
    1. IBAN
    1. Account balance and currency *
    1. Opening date and term *
    1. Nominal rate % and interest payment terms *
  1. Click Create account
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