How do I change my portfolio?

Your portfolio is based on your financial goals, time horizon, risk tolerance, past investment experience and level of investment knowledge. When these change, you may want to adjust your risk score accordingly. You may even want different risk scores for each portfolio, as you may have different time horizons and goals for each account. You can find your portfolio allocation on your Investor Policy Statement.

We're happy to make changes to your investments! To request a change, you can simply log in to your Wealthsimple profile > settings > account or click here while logged in.

After submission, one of our Portfolio Managers will respond to your request through email in 1-2 days. You may be required to book a call with a Portfolio Manager to ensure that your investment changes are aligned with your goals.

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