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 just head to:

  1. Settings

  2. Pots

  3. Fund

  4. Select the new (or same) portfolio in which you'd like to invest and continue

  5. Select the new (or same) risk level for your portfolio

  6. 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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