Change your investment strategy
Step 1: Inside your online dashboard
Log into your ‘online dashboard’
Head to ‘your investments’ (located in the left hand navigation pane).
Then select ‘your stockspot portfolio’ (located at the top of the page)
Once you've opened this page select ‘change investment strategy’
5. Choose your new Stockspot Portfolio
If you would like to make your portfolio sustainable select the ‘Make my portfolio sustainable button’
6. After you have selected your new strategy select 'Save & sign agreement' and then step through the prompts to sign your advice agreement.
Please note: Changing your portfolio strategy may lead to a portfolio rebalance which can trigger capital gains.
Retake portfolio recommendation questionnaire/ Update investment strategy details
Step 1: Inside your Stockspot dashboard
Select ‘your profile’
Choose ‘view investment profile’
3. Here you will find your previous responses. To update these, or retake the portfolio recommendation questionnaire to reflect your current financial goals and/or situation select ‘update details’ and follow the questionnaire steps.
Tips
Try not to change your strategy too frequently. Sticking with your strategy for the long-term is the best approach.
We'll ask you to review your strategy in July each year as part of the Annual Review process. This helps us to capture any significant changes in your personal circumstances i.e. timeframe, risk appetite, goals, financial circumstances.
If you're not sure, contact our team to speak with an Adviser.
You can't change your strategy in the mobile app. Go to your dashboard view (login via the Stockspot website).