How do I change my investor type?

In the “Me” section select “My investor type”. Here you can see the 3 options (Adventurous, Balanced, Cautious). Select the one that applies to you.


Before you make any changes, you need to be satisfied that the investor type you select is appropriate, as any change in investor type may change the advice we give you.


If you are not sure about changing, we recommend you retake the investor type questionnaire, which you can find at the top of the “My investor type” section. If you are still not sure after working through our guidance in the app, you should talk to a financial adviser.

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