How do I change my portfolio theme?

Modified on Mon, 22 Apr at 1:45 PM

How do I change my portfolio?

Login to your app, and select the Portfolio you wish to update. Towards the bottom of this view, you'll be able to see which Portfolio you're currently invested in.

Tap on that tile to learn more about your current Portfolio, or tap "Change portfolio theme" to see others that are available to you.

Note: Not all portfolios may be available across all risk levels. This view will show you those portfolios that are available to you.

Once you've chosen a portfolio, you can tap on it, and tap Continue.

Based on your risk level, you'll then see the asset class breakdown for your chosen portfolio. You can then tap "Apply this theme" to proceed.

You'll be asked to confirm an updated Investment Policy Statement. Likewise, if you're changing an invested portfolio, these will be sold and new holdings bought. Depending on your account type, this can incur capital gains or losses. The timing of the transition to your new portfolio will be dependent on the liquidity of the securities within your existing portfolio. To find your portfolio's liquidity schedule, please click here.

Your portfolio will then update and funds will be automatically invested against your new chosen portfolio.