The 'Summary' page of your account is displayed every time you sign in. On this page, below the performance charts, is a list of your different portfolios. In order to make changes to one of them, click on the cogwheel logo next to the portfolio's creation date and select 'Edit portfolio'.

This option allows you to modify:

  • The risk level associated with this portfolio;
  • The time horizon of your investment;
  • Your investment focus areas.

Please make sure to save all changes made to your portfolio before leaving the edit screen.

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