It isn't possible to change the asset mix of the InvestSMART Portfolios; however, it is possible to change your investment to another of the available investment portfolios.



For example, you can switch from Balanced to Growth.

While you can switch between Model Portfolios or alter the combination of Model Portfolios at any time, you cannot adjust your holdings and weightings outside the range of the Model Portfolios.

Balanced Portfolio Allocations and Holdings

When you submit an instruction to switch between or alter your Model Portfolio(s), these instructions will generally be acted upon the next rebalancing date following receiving such instructions from you online.

Please use the helpful article linked below to find out the steps required to complete this instruction online.

How do I reallocate the Model Portfolio(s) held by my Professionally Managed Account (PMA)?

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