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How to adjust my risk profile after creating my Personalised portfolio?

Your financial goals can evolve over time — and so can your risk profile.

Updated this week

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:

  1. Open the CUSP Wealth app and go to your Personalised portfolio setup.

  2. Use the risk slider to adjust your risk level — from Low to High.

  3. Tap See your goal projection to confirm and preview your new settings.

  4. 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 Personalised portfolio

Once your Personalised portfolio is created and invested, your current risk profile is locked in.

To change it:

  1. Sell all the assets in your existing Personalised portfolio.

  2. Once the sale is complete and funds appear in your cash balance,

    you can create a new Personalised portfolio with your preferred risk level.

Your new portfolio will automatically reflect your updated selection.

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