You can change your portfolio and/or risk level at any time in your app. Your changes will then take place at our next trading point.

To change your portfolio and/or risk level:

  1. Tap on your account

  2. Scroll down to where it says 'Edit Portfolio'

  3. You're then able to choose a different portfolio or if you tap on 'Edit Allocation' you can customise your portfolio.

  4. Once you're happy, tap on 'Save updates' and then 'Save Portfolio'

  5. Continue through the next screens, which let you view the KIIDs (Key Investor Information Document) and any other important information relating to your switch, until you receive confirmation of your change.

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