How do I change my portfolio?

If you'd like to change your portfolio, you'll need to have a short conversation with one of our portfolio managers to make sure we're doing what's best for you. The call will only take a few minutes, and you can book it online. To do so:

  1. Please go to your Wealthsimple dashboard by clicking here: my.wealthsimple.com
  2. Read the text in the Investment Profile section and click the link to make an appointment
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