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.