Log in to Sharesies.
Tap Get investing advice on the portfolio overview page.
Answer the questions about your timeframe, risk tolerance, and financial security.
If you like, adjust your mix of passive, active, and environmental, social, and governance (ESG) screened funds.
Tap Create your portfolio.
You can create up to 10 advised portfolios.
Once you create your advised portfolio, you’re in control—there’s no need to invest right away.
It’s up to you if and when you act on your advised portfolio, and fees only start once you add money. After that, you can invest whenever it suits you.