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.

If you'd like to change your portfolio or discuss whether you're in the right one, we'll ask that you schedule a short conversation with one of our portfolio managers to make sure we're doing what's best for you. The call will only take a few minutes, and you can book it online:

Click here to book a call.

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