How do I change my portfolio?

Your portfolio is based on your financial goals, time horizon, risk tolerance, past investment experience and level of investment knowledge. When these change, you may want to adjust your portfolio accordingly. You may even want different portfolios for each account, as you may have different time horizons and goals.

If you'd like to change your portfolio, please send us an email at help@wealthsimple.com and we'll be happy to help!

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