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  3. Did the small amounts ever get resolved?

Did the small amounts ever get resolved?

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  • R Offline
    R Offline
    Ronski
    wrote on last edited by
    #6

    I've got the following small amounts.

    PHE: £14.32
    PHO: £9.37

    PHO was sold off almost a year ago.

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    • A Online
      A Online
      Adam Kay
      Global Moderator
      wrote on last edited by
      #7

      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 20

      feel free to move the balance via the dashboard

      PHE
      PHT

      These 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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      • D Offline
        D Offline
        droopsnoot
        wrote on last edited by
        #8

        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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        • L Offline
          L Offline
          LastPoster
          wrote on last edited by
          #9

          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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          • 2 Offline
            2 Offline
            2BToo
            wrote on last edited by
            #10

            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.

            IM.jpg

            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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            • R Offline
              R Offline
              Ronski
              wrote on last edited by
              #11

              My PHO small amounts got dealt with, until today when 3p appeared 🙄

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              • L Offline
                L Offline
                LastPoster
                wrote on last edited by LastPoster
                #12

                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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                • A Online
                  A Online
                  Adam Kay
                  Global Moderator
                  wrote on last edited by Adam Kay
                  #13

                  It's like whac-a-mole 😞

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                  • L Offline
                    L Offline
                    LastPoster
                    wrote on last edited by
                    #14

                    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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                    • A Online
                      A Online
                      Adam Kay
                      Global Moderator
                      wrote on last edited by
                      #15

                      Ok sure, send it over👍

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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.

                      Cobens a trading name of Astute Financial Management UK Limited is authorised and regulated by the Financial Conduct Authority. Registered Address: 4th Floor Peek House, 20 Eastcheap, London, EC3M 1EB. Registered in England and Wales No. 5850981.

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