You can set up multiple sub accounts on the Soderberg Partners Wealth Management platform!
- First, you will need to search for your client and then select 'create new account'
- You will then need to name the new account. We recommend that you incorporate the name of the different investment strategy or model. For example "Joe Bloggs - ISA - Balanced"
- Now that the account is set up you will need to click into the client record and select the "Internal Movement" tab.
- You are now able to select the source and destination accounts, as well as the amount you would like to move. You can select to auto-disinvest by selling from the largest fund or proportionately across the source account.
- You can now select if you would like to auto-invest the internal movement into your pre selected investment strategy for the new sub account
- Press review and submit!
You can repeat this as many times as you like, as there is no limit on sub accounts you can create.
N.B. There are some limitations surrounding SIPPs, you can view this information here