Very soon, we’ll give you the option to switch between our 3 OpenMoney portfolios, directly from your Octopus Money account.
In the meantime, please contact us at investment.support@octopusmoney.com. You’ll need to complete our online risk tool which assesses your attitude to risk and your capacity for loss and will recommend which one of our 3 OpenMoney portfolios we recommend you invest in.
If you disagree with the recommendation, you can downgrade to execution only and choose between one of our 3 OpenMoney portfolios.
Please note: If you decide to do this you are responsible for deciding if the portfolio meets your current and future needs and if it meets your risk appetite.
If you are unhappy with the existing OpenMoney portfolios and would like more portfolio choice or a portfolio more tailored to your risk appetite, you can upgrade to our service which includes access to work with a money coach and digital advice. As part of this package, you’ll have access to our full range of 10 Octopus Money portfolios and we'd be able to recommend the most optimal portfolio for you. You can learn more about this option here.