Need a hand?

If you change your answers on your suitability questionnaire, it can impact your investment portfolio. For example, if you update your risk tolerance to be more conservative, your portfolio might be adjusted to include more conservative investments.

Periodic reviews

Robo-Advisors are required to conduct periodic reviews of their customers' circumstances. At regular intervals, you may be asked to complete a new questionnaire to make sure your investment portfolio is still suitable for you.

On an annual basis, you'll be prompted to confirm if there have been any significant changes to your personal circumstances, in which case you'll be able to update your information as needed.