Our cryptocurrency feature is only available for clients that have a Conventional or SRI portfolio, and a minimum portfolio balance of $2,500. Once these requirements are met, you can add cryptocurrency to your portfolio. To do so, kindly follow the below instructions:
Access your Sarwa dashboard page >> Scroll down under Invest Accounts and select the portfolio you want to change >> Scroll down to Portfolio Details and click "View Details">> Scroll under Portfolio Crypto and press the edit button >> Switch on the crypto button >> Continue >> Read the change implications and click change.
What are you looking for?