With Exo, you can create as many GIA portfolios as you want with a single account. This option is particularly useful if you pursue several investment goals with different time horizons. Remember that you may only open one ISA portfolio.

To add a portfolio, go to the "Add portfolio" tab on the portfolio slider, where you will be given two options to choose from: Individual Savings Account (ISA) or General Investment Account (GIA).

You will then be guided through via prompts to build your new portfolio. 

Once your new portfolio is set up, we'll ask you to fund it via bank transfer, just as you did for your first portfolio.

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