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If you wish to modify your investment portfolio or reallocate your funds to another portfolio, our online platform allows you to switch between Model Portfolios or adjust the combination of Model Portfolios as needed. Your instructions will typically be implemented on the next rebalancing date following the receipt of your online request.
How do I do this?
Go to Modify Allocations
Click Modify Allocations
Provide New Allocation Breakdown by Percentage (%) or Dollar ($) and click Next
Select Verification and choose your preferred option - Email or SMS
Complete Verification
If you want to add funds to a new portfolio or specific portfolio, see How can I add funds to my investments?
Note:
You can only hold one diversified portfolio per account.
You'll need to contact us via email if your portfolio balance is lower than the minimum requirement (usually $10,000) if you'd like to reallocate.
If you require assistance, please contact our friendly team at invest@investsmart.com.au