If I have multiple goals and investment accounts how do I ensure I transfer the correct amount to the correct account?

Whenever you create a goal you are provided with a goal reference number. When you transfer funds (GBP, EUR or USD) please include the goal reference number in your transfer details. The goal reference number makes it clear to which investment account the funds should be allocated to and how it will be invested. You can find the goal reference number under the section “Make a payment”. There under reference you can choose the goal you want to fund and the according goal reference number will appear automatically underneath.

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