Here’s how to update it directly in the CUSP Wealth app.
If you haven’t invested yet
You can easily adjust your risk level before your first investment:
Open the CUSP Wealth app and go to your CUSP Personalised portfolio setup.
Use the risk slider to adjust your risk level — from Low to High.
Tap See your goal projection to confirm and preview your new settings.
Go back to your Investing preferences to review your updated profile.
You’ll see the new portfolio allocation based on your selected risk level before you confirm your investment.
If you already have an active CUSP Personalised portfolio
Once your CUSP Personalised portfolio is created and invested, your current risk profile is locked in.
To change it:
Sell all the assets in your existing CUSP Personalised portfolio.
Once the sale is complete and funds appear in your cash balance,
you can create a new CUSP Personalised portfolio with your preferred risk level.
Your new portfolio will automatically reflect your updated selection.