Skip to main content

How do I change my investor type?

Updated over 3 months ago

In the 'Me' section select 'My investor type'. Here you can see the three options (Adventurous, Balanced, Cautious). Select the one that applies to you.

Before you change your investor type make sure it's the appropriate one for you. Any change in investor type may change the advice we give you.

If you’re unsure about changing, we recommend you retake the investor type questionnaire. You can find the questionnaire at the top of the 'My investor type' section. If you're still not sure after working through our guidance in the app, you should talk to a financial adviser.

Did this answer your question?