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  3. Consolidating small holdings

Consolidating small holdings

Scheduled Pinned Locked Moved Investments and Portfolios
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  • C Offline
    C Offline
    Car Bon
    wrote on last edited by
    #1

    There was some chat on this a while ago on PH, but don't recall a conclusion.

    I just checked my wife's SIPP and there's a £0.01 in PHO a £4.07 in PHE that just clutter up the dashboard. They're clearly a result of some income after selling out the entire holding into another portfolio. (She's also got a £0.86 PHE in her ISA)

    Whilst I know I can sell these for 'free', ideally I'd like to do it in a way that costs Cobens / Quai / whoever the least as well.

    Is there anything in the works, or should I just do a manual transfer to another portfolio ?

    Thanks

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    • N Offline
      N Offline
      Nik Burrows
      Global Moderator
      wrote on last edited by
      #2

      Hi Car Bon

      Yes it is in the works, it got interrupted given recent changes, but is still on the agenda.

      Cheers

      Nik

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      • C Offline
        C Offline
        Car Bon
        wrote on last edited by
        #3

        Thanks Nik - I'll wait then 🙂

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        • ? Offline
          ? Offline
          A Former User
          wrote on last edited by
          #4

          @Ronski Shhh, stop making sensible suggestions!

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          • L Offline
            L Offline
            LastPoster
            wrote on last edited by
            #5

            Which is what I said over on PH. Discussed with Nik and it was something outside of IM control. Processes of the Custodians I think, maybe it can be fixed now

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            The value of your investments can go down as well as up, and you may get back less than you invested.

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