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Change my portfolio and risk level in Robo-Advisor account

Robo-Advisor returns and risk levels

Returns on Robo-Advisor investments aren't guaranteed. However, our goal is to maximize potential returns within your chosen risk level, allowing you to tailor your investment approach based on your preferences.

You will be able to indicate your risk level when opening your Robo-Advisor account by completing a suitability questionnaire. Learn more about it in this FAQ.

Risk recommended to me

You can only switch to a lower risk portfolio compared to the one you've been recommended. At the moment, it isn't possible to change your risk level to a higher one.

How to edit your Robo-Advisor portfolio

  • Select 'Invest' on the bottom menu
  • Tap 'More'
  • Tap 'Settings'
  • Under 'Robo-Advisor', select the 'Edit portfolio' button
  • View the list of available investment portfolios

By editing your portfolio, your existing positions will be bought and sold. You won't be charged a separate fee for this. If you edit your portfolio, you can only change the model portfolio once a month. Read more about model portfolios in this FAQ.