View the entire Frequently Asked Questions (FAQs)

Can I change the risk score of a portfolio?

Yes, you can alter the risk score of any of your portfolios anytime. You can change the risk score of your portfolio either:

• before you make the first deposit to that portfolio; or
• subsequently when we start managing your money in that portfolio.

You can modify the risk score of a portfolio at most once a month.

Also read the answers to the related questions:

• What are the 'advised' risk score and 'chosen' risk score?
• What am I expected to do before I opt for a different risk portfolio or invest in an additional portfolio?
• What will be the risk score of my portfolio when you create it?
• Can I invest in multiple portfolios?
• Do you provide goals-based investing?