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Cobens Direct
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  3. Portal update

Portal update

Scheduled Pinned Locked Moved Service and Administration
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  • S Offline
    S Offline
    Steve H
    wrote on last edited by
    #12

    Yesterday wasn’t a good day, I think the maths is taking a while 🤕

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    • D Offline
      D Offline
      dingg
      wrote on last edited by
      #13

      I think something went awry following the end of the rebalance 🙄

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      0
      • A Online
        A Online
        Adam Kay
        Global Moderator
        wrote on last edited by
        #14

        Hi,

        The custodian file failed to upload. It happens from time to time. It will be fixed, Monday. Nothing to do with the rebalance.

        Regards

        Adam

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        • X Offline
          X Offline
          xera
          wrote on last edited by
          #15

          @Adam-Kay sorry to be a pain but would the rebalancing currently going on cause drops in portfolio values? I've seen a 2.5% drop overnight across various family holdings and I'm sure the market itself wasn't that bad over the weekend unless I've missed something. Thanks.

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          • A Online
            A Online
            Adam Kay
            Global Moderator
            wrote on last edited by
            #16

            Hello Xera,

            It's the Palo Alto Stock split- I noticed it (valuations)earlier and needed to confirm why. It will impact IML/PHT. The custodian should have applied the new units. 2:1 split so the valuation as it stands is showing the new price with the old units-i.e 50% of its value. It will be fixed today. Apologies

            Regards

            Adam

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            • X Offline
              X Offline
              xera
              wrote on last edited by
              #17

              Thanks Adam and no apologies needed. Just wanted to check as I'm doing my final year end balance sheet. Thanks.

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              • A Online
                A Online
                Adam Kay
                Global Moderator
                wrote on last edited by
                #18

                We've seen splits over half a dozen holdings over the past year or so. I've always informed them in advance and every time they've told us 'we know!' the last few, NVDA, SMCI etc all adjusted correctly. This one wasn't. Nothing we can do about it other than press for a resolution(fast). No one wants to see a 3% dip when there isn't one, more like 0.3%

                Regards

                Adam

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                • R Offline
                  R Offline
                  rubensolo82
                  wrote on last edited by
                  #19

                  Hi Adam,
                  Apologies as I don’t know how I can send a direct message to you. Just trying to find more info on Intelligent money and Cobens direct. I am in need of withdrawing money but no one has responded to my emails.

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                  • A Online
                    A Online
                    Adam Kay
                    Global Moderator
                    wrote on last edited by
                    #20

                    Hi Ruben solo,

                    If you email support@cobensdirect.co.uk it will be responded to tomorrow.

                    Regards

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                    • R Offline
                      R Offline
                      rubensolo82
                      wrote on last edited by
                      #21

                      Thanks. I did yesterday. Will wait or try to call. Thanks

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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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