From the start of February 2025 (unless you upgrade to our Coach + Digital Adviser service), you’ll notice that some of the names of your portfolios have changed. Don’t worry, the holdings in the portfolios themselves are the exact same, we will just adjust what they're called. And you’ll be able to add a new account, change portfolios and make withdrawals and deposits as you see fit.
You won’t have access to explicit financial advice, unless you choose to upgrade to our Coach + Digital Advice service.
Will the name of my portfolio change?
Yes. You’ll see your portfolio name change to Ready-Made Portfolio 1, 2 or 3. Don't worry, the holdings in the portfolio will stay the same.
You’ll receive an email to let you know when this name change takes place.
Will my portfolio stay the same or will it change?
Yes, your portfolio will stay the same if you don’t sign up for the Coach + Digital Advice service.
What new things will I be able to do within my account?
You’ll be able to open a new account with us. To do this, log in to your Octopus Money account, go to ‘Investments’ in the top menu and choose ‘Add a new account’ at the top of the page.