Did the small amounts ever get resolved?
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There was a discussion back in PH days regarding small pots and the cost to move them, I have one with .19p left in it, is there a cost to Cobens to moving this?
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It depends where it is held, R. In this case it is 19p 'cash' so i'll check with Dan to see if he can move it.
I will mail you offline when i receive the answer
Regards
Adam
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Hi R, I've emailed you regarding the above-moved
Regards
Adam
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I’ve got 0.01, 0.02 and 0.01 in PHO (pension/ISA/GIA) and 0.07 and 0.02 in PHR (ISA/GIA). I’d like this cleaned up but would not like Cobens to incur excess costs doing so, what’s the best way to do this please? (probably similar numbers in my wife’s accounts)
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Thanks for that Adam.
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We will come up with a universal solution.
If the balance is held in the following portfolio's:
Optimum-all
Money Markets
IM index 100 through 20feel free to move the balance via the dashboard
PHE
PHTThese will incur a substantial trading fee and we are currently working on a process whereby we can sweep the units and pay out the cash in lieu.
Regards
Adam
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I also have small amounts, about £20 each, in PHR and PHO, and it would be nice for them to be merged into something else at some point.
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Similarly, my son had a JISA and was 18 in April. We moved the funds to a ISA but over a couple of months a small amount back built up in the JISA which I can still see though my account.. It ought to be moved without me doing anything to my mind, but what's the process?
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I have a similar and possibly related problem; I seem to have holdings which are in the same portfolio but listed separately. Here's a picture.
You'll see that 'IM Optimal Growth for Withdrawal Strategy' features three times albeit with a fairly small amount on each one. I guess I can sweep all of these into something better via the dashboard as per Adam's post above.
I also have 'IM Lifestyle Growth for Income' listed twice towards the bottom of the list, each one with a more significant sum in it (although one about ten times as large as the other.) Should I see if I can merge them or doesn't it make any difference to anything?
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Same, following an Email from Adam, my sons JISA tiny sum moved to his S&S ISA. Another 2p appeared two days ago
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It's like whac-a-mole
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I'm not that bothered obviously although I will email you about something related. The email address will be different to the one you used the other day but the name is the same (the one I will use is the one you guys have as my contact now, the one you used the other day is one I don't really use now)
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Ok sure, send it over
