How do I make changes to my Investment Goals?

Q: How do I make changes to my Investment Goals?

<strong>If you're using the Web Application</strong> To make changes to your goal(s), kindly log into your account and click the "Investments" tab &gt; click on "Goals" tab &gt; click on the investment goal you would like to change &gt; go to the "Portfolio" tab &gt; click "Adjust Risk". <strong>If you're using the Mobile Application</strong> To make changes to your goal(s), kindly log into your account and click "Home" tab &gt; Under "My investments", select a portfolio that you would like to make changes to &gt; click on the "Three vertical dots" at the top right corner of the screen &gt; click "Adjust Risk".

Question

Accepted Answer

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 > Under "My investments", select a portfolio that you would like to make changes to > click on the "Three vertical dots" at the top right corner of the screen > click "Adjust Risk".