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Can I change my portfolio model?
Can I change my portfolio model?
Gael Minon avatar
Written by Gael Minon
Updated over a week ago

Absolutely. You can change your portfolio model at any time.

You can for example decide to change a classic portfolio model to a thematic ones. You can also choose a completely different model which may not match your investment profile. Nevertheless, this isn't recommended as well as too frequent changes.

The portfolio model change is directly available on the application via the "My portfolios" field. Feel free to select the portfolio you want to change. You can find at the bottom right a mechanical gear icon. Click on it and then on the sentence " Change of model portfolio". You can thus modify your portfolio model and save your request.

We take care of the financial transactions underlying your change.

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