Adjusting Your Investment Profile

How do I update my investment profile?

Your investment profile includes details such as your investment experience, investment objectives, time horizon, liquidity needs, approximate net annual income, approximate total net worth, and approximate liquid net worth. You can update these to ensure your records remain accurate.

Mobile App:

1. Navigate to Menu ➝ Settings ➝ Account Management ➝ Modify Profile.

2. Tap the edit icon next to Investment Profile.

3. Complete the required fields.

4. Tap Save.

Mobile App (Lite):

1. Tap the head and shoulders icon.

2. Within Account Features, select Account Management.

3. Tap Modify Profile.

4. Tap the edit icon next to Investment Profile.

5. Complete the required fields.

6. Tap Save.

Website:

1. Navigate to My Account (top right).

2. Click Account Profile

3. Within the Investment Profile section, click Edit.

4. Complete the required fields.

5. Select Save.