Use our website - switching funds
In our last newsletter we looked at how to register for an account on Chelsea FundStore. Once you have registered, within 48 hours you will have gained access to your account. If you need to be connected quicker, simply call us in the office. To switch, using our research centre, please follow the steps below.
1. Click on the “Sign in/out” at the top of our homepage www.chelseafs.co.uk or go directly to https://secure.chelseafs.co.uk/login.aspx
TIP: If you have forgotten your password you can request one on this page, by clicking “Forgotten Password”. Remember to change it when you log in by clicking “Change Password”
2. Click “switch funds”.
3. Choose the fund(s) you want to switch. Check the box on the left of the fund name then click the switch button at the bottom of the page. If you are switching out of more than one fund the proceeds will be consolidated ready for your switch.
4. You will be taken through to the “Switch TO” page. Please be aware that this may take a few seconds to load.
5. There are a number of ways to choose a fund to switch into:
a) Type the fund name into the “Search for a fund” box. As you type, a dropdown will appear offering you fund options. Click on the fund you want, or press “return” to see relevant funds.
TIP: If you are typing the fund name in to “search for a fund”, make sure all of the other dropdown boxes show “All funds” or “All”. If they don't you may not be able to find the fund you are looking for.
b) Use one of the dropdown options to filter and pick a fund. If using the “sector” dropdown, please scroll down until you see “UK Investment Association” and select from there.
c) If you are choosing a Chelsea EasyISA click the “Chelsea EasyISA” box, which will give you the options.
6. To add the fund(s) or EasyISA click the ADD+ button, which can be found to the left of the fund name in the table of funds. This will place the chosen funds into MY BASKET.
TIP: Look out for the “Open” column. This will tell you whether this fund is open for investment.
7. Click MY BASKET which will expand and show the funds you have selected.
TIP: If you select the wrong fund you can remove it by either clicking the ADD- button, or by selecting the “remove” option in MY BASKET.
8. Once you have selected the funds you want, click “purchase funds”.
9. The next page will show you what you have selected. You will need to confirm the following things:
- What percent of fund(s) would you like to switch out?
- Thinking about the proceeds created from the “Switch From” fund(s), how would you like this split over the “Switch To” fund(s)?
- Choose whether you want income to be reinvested. If you have chosen to switch into income units, you will be asked to complete your bank account details, at a later stage (please see step 12), so that the income can be paid to you on a consolidated monthly basis.
10. Click proceed.
11. Please read the terms and conditions and tick the relevant boxes.
12. If you previously selected to have income paid out, you will now need to complete your bank details. Dividends will accrue in your Cash Account and on the 7th working day of the month it will be paid out to you. If you do not want to have the income paid out or reinvested, but would prefer the income payments to stay within your Cash Account, please contact us in the office.
13. Follow the remaining pages through. Once completed you will receive a confirmation reference and email.
If you are in any doubt, or have any questions, please do not hesitate to contact us at info@chelseafs.co.uk and we can check this for you.
TIP: Place your deal before 10:30am to have your fund sold on the same day, providing it has a midday pricing time.
TIP: You can return to your account home page at any time by clicking MY FUNDSTORE. Please be aware that if you have already selected funds for MY BASKET, these will remain in there. 
Ensure that you have read the Key Investor Information Documents and are aware of our terms and conditions before making any switches to your account.