Can I transfer my investments from Clover (or other providers)?
We'd love to help you manage your investments. Given the ETFs in the Clover portfolios are not the same as the ETFs we recommend, we’re unable to transfer your investments directly to Six Park.
However, the process of setting up a new Six Park portfolio is very straightforward.
The first step is to complete an online assessment. This helps us understand your personal circumstances, financial goals and risk tolerance and allows us to determine whether our investment portfolio options are appropriate for you.