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How do I make changes to my Investment Goals?

If you're using the Web Application

To make changes to your goal(s), kindly log into your account and click the "Investments" tab > click on "Goals" tab > click on the investment goal you would like to change > go to the "Portfolio" tab > click "Adjust Risk".

If you're using the Mobile Application

To make changes to your goal(s), kindly log into your account and click "Home" tab > "Your portfolios" > click on ">" arrow next to your investment goal(s)> click "Assets" tab > click "Adjust Risk".

 

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