How to Use the 'Portfolio' Section

The 'Portfolio' section is where you can set up and manage all your investments within the Yeeld app. It provides a centralised place to view and control your investment accounts, helping you grow your wealth in a way that aligns with your financial goals. Here’s how to navigate and use this section effectively:

Setting Up Your Investments:

• Accessing the Portfolio: Tap on the 'Portfolio' tab located on the bottom menu bar to enter the investment section.
• Investment Products Available:
  • Piggy Banks: Create digital piggy banks for short-term savings goals. You can personalise the names and set specific targets to keep your savings on track.
  • ISA (Individual Savings Account): A tax-efficient savings and investment account available to UK residents, allowing you to save without paying income tax or capital gains tax on the returns.
  • GIA (General Investment Account): A flexible investment account that provides access to a broad range of assets without the restrictions on contribution limits that apply to ISAs.
  • SIPP (Self-Invested Personal Pension): A tax-efficient retirement savings account that offers more control over investment choices, ideal for those planning their retirement strategy.

Managing Your Investments:

• Open New Investment Products: If you wish to start investing, select "Open an Account" to begin the setup process for any of the products mentioned above. You can choose and customise your investment options according to your financial goals.
• Deposit Funds: Easily deposit funds into any of your investment accounts from your Yeeld currency wallets or via other payment methods such as ApplePay.
• Withdraw Funds: Withdraw from your investment accounts at any time, based on the terms of each product. Simply select the account, choose the withdrawal option, and follow the prompts.

Investment Education Stories:

• Learn About Investment Products: The 'Portfolio' section includes "Investment Education Stories," which are short, engaging videos designed to help you understand the different investment products available in Yeeld. These stories provide insights into how each product works, the benefits they offer, and how to make the most of your investments.

Tracking Your Investments:

• View All Open Investment Products: All your open investment products will be listed in this section, showing details such as:
  • Personalised Account Names: You can rename each investment account to personalise it according to your goals or preferences.
  • Balance and Performance: Check the current balance and performance of each investment.
  • Balance Targets: Set specific targets for each investment (if desired) and track your progress towards these goals.

By regularly checking the 'Portfolio' section, you can stay updated on your investment performance, access educational content, and make informed decisions to optimise your financial growth.