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Topics
Personal · Invest · Robo-Advisor · Robo-Advisor assets allocation

Change my investment strategy

How to change your investment strategy:

  1. Select 'Invest' on the bottom menu
  2. Tap 'More'
  3. Tap 'Settings'
  4. Under 'Robo-Advisor', select the 'Edit portfolio' button 
  5. View the list of available investment portfolios

If you change your investment strategy, you can only change the model portfolio once a month. You can also only switch to a lower risk portfolio compared to the one you've been investing in so far. 

By switching portfolios, your existing positions will be bought and sold. You won't be charged a separate fee for this.